In this session, you will work through a hands-on case study to build your exit planning acumen and collaborate with others to gain experience you can directly apply to your practice.
- Identify how an owner can better prepare themselves for the sale of their business
- Identify the different ways an individual can help a business owner client through an exit
- Identify the different ways an owner can exit
About the Presenter:
Learn from industry expert Dan Matheson, CEPA, ChFC, CLU, RICP, Director, Founder, Financial Advisor, K2 Business Group.