Planning Options: Winning Strategies to Exit On Your Terms


Planning Options

Wednesday, August 21, 2019  |  2:00-3:00 PM EST  |  Register Now

In this upcoming broadcast hear from a panel of experts, including CEPA, Chris Vanderzyden, discussing winning strategies to exit on your terms.

It’s difficult to imagine a day when you are not an integral part of your business, but every business owner will exit his or her business at some point. With the proper planning, a strong protection plan, and a documented exit strategy, it can be on your terms.

Learning objectives:

  • Common mistakes to avoid when selling or transferring your business
  • How your exit strategy impacts your retirement income strategy
  • How to identify and prepare successors

This panel includes, Alex Howard, Managing Director, Stout Advisory Group, Lisë Stewart, Principal-in-Charge, EisnerAmper’s Center for Family Business, Chris Vanderzyden, CPA, CEPA – Legacy Partners, LLP Principal, and will be moderatored by Mary Johnson, Business writer and editor.

This webinar is sponsored by MassMutual.

About Exit Planning Institute:

The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.