Business Owners do not plan to fail, but they do fail to plan. A comprehensive and coordinated financial plan is vital to a successful exit.
Learn what a financial plan really is and why it’s so important to have before an exit.
- Who should be on your financial planning team?
- Why do you need a financial plan?
- What is in a financial plan?
- What happens after I have a financial plan?
About the Presenters:
Learn from industry experts, Heath Goldman, President & CEO, ICON Wealth & Legacy Partners, and Merryll Mcelwain, Senior Wealth Advisor, Wilmington Trust.Meet the Presenters
Thank you to our Sponsor: