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®
CE Credits have been applied for and are pending approval | 
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