Pre-transaction planning for maximizing business transition success Too often, business owners view transitioning out of their businesses as a one-time event rather than a long-term process. To help maximize their success, smart entrepreneurs engage in pre-transaction planning well before the business changes hands. A multi-faceted transition plan developed over time can help business owners meet both short- and long-term goals, such as maintaining current lifestyle; maximizing retirement income; continuing or starting a charitable endeavor; funding children’s education; and preserving or creating a desired family legacy.
Attend this webinar to find out how pre-transaction planning can help business owners maximize their most valuable asset—the business—on three main fronts: Learn more. BUSINESS: Learn how to drive the most value out of your business by doing upfront work to convey an enterprise with transferable knowledge, sustainable earnings power, and appropriate systems in place WEALTH: Discover how certain tax and estate planning strategies may benefit you and your family for generations to come FAMILY LEGACY: Understand how having the right family conversations early and often is critical to creating a successful legacy post-sale CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP®
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