Strategic Workshop: Exit Strategies

From the venue:

As a family business owner, how do you know if you are ready to exit your business? The first step is learning about the process of transitioning a business and identifying the exit option that best aligns with your personal, financial, and business goals.

Join us as we welcome Eric Worrell, a Certified Exit Planning Advisor® and Certified Financial Planning Professional„¢, for an educational presentation that explores exit readiness and options for family business owners.

You’ll learn:

How to prepare yourself, your family, and your business for an exit.
What impacts business valuation.
How to calculate an owner’s wealth gap.
Pros and cons of internal exit options, such as: intergenerational transfers, management buyout, and ESOP
Pros and cons of external exit options, such as: sale to a third party, recapitalization, and orderly liquidation

Cost:  $35 | Lunch Included (This event is free for Members.)