Wealth Empowerment is about having the time, money and freedom to do the things you want to do. To achieve that level of empowerment your financial, personal and business goals must be aligned. For many business owners, most of their wealth is tied up in their business, yet they have no idea what it is worth. They rely on the business to be their retirement plan but have done nothing to prepare and are not entirely informed of their options. For family-owned businesses, there are even more complexities to consider.
To help business owners navigate their journey, Linda Ruffenach, founder of Execuity Value Advisors and Kellie Sheryak, President of the Kentuckiana Chapter of the Exit Planning Institute, have joined forces to provide you the roadmap towards Wealth Empowerment.
- To see how transition planning can illuminate options for the business owner
- Understanding the need and process of a business valuation to get the full picture of what options are available and how to extract wealth from the business
- How formalizing business operation aids in developing a business valuation and transition plan so the goals can be accomplished
Old National Building
333 E Main St
Louisville, KY 40202
About the Presenters:
Learn from industry experts Linda Ruffenach, CEPA, Founder of Execuity Value Advisors, and Kellie Sheryak, CEPA, Kentuckiana Chapter President.Meet the Presenters
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