For owners, a business is more than a source of income. It’s a product of their labor, their vehicle of investment, and the most valuable asset on their balance sheet. Advisors must work together to balance these competing interests during the exit planning process. In this presentation, Kellie will outline strategies for building a team that addresses the personal and financial objectives of owners through the planning process of business sales.
- To identify wealth management processes that help business owners resolve competing personal and financial objectives in the exit planning process.
- To describe the importance of building a well-rounded advisory team for the business owner during the planning stage.
- To describe strategies to build a multidisciplinary advisory team.
About the Presenter:
Learn from industry expert Kellie Sheryak on building an advisory team for a business owner.Meet the Presenter
Thank you to our sponsors:
This meeting will be held at Central Bank Community Room.
Address: Flash Cube Building; 9300 Shelbyville Road, Louisville, KY 40222