A REAL-LIFE STORY & LESSONS LEARNED
As a business owner or advisor to a business owner, you strategize the company's value creation, growth plans, even its eventual transition. But what happens if a "triggering event" forces ownership transition prematurely, i.e., disability, death, divorce, disagreement. What are the vital issues that need to be addressed including stock transfer, loss of financial resources/talent, loss of key employees and customers, operational management, among others? Do these issues differ between sole owned and multiple owned businesses? Outdated or insufficient business continuity solutions will not offer owners the security they desire - which could put their entire operation at risk.
- Discover the importance of a Buy Sell Agreement and "must have" provisions.
- Increase value by decreasing the company's reliance on the owner for operations.
- Understand unique planning characteristics of a "sole owner" scenario.
- Funding alternatives for Death and Disability and significant tax implication of design/structure.
About the Presenters:
Hear from industry experts, Dyanne Ross-Hanson, CEPA, President and CEO of Exit Planning Strategies LLC and Eric Mitchellette, Founder and President of Strategic Business Coach, Inc. Learn more about our presenters below!
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EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.