A Journey Towards Wealth Empowerment

KENTUCKIANA VIRTUAL CHAPTER EVENT

A Journey Towards Wealth Empowerment


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.

 

Learning Objectives

  • 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

 

Location:

500 Room (1st Floor Conference Room)

500 N Hurstbourne Pkwy

Louisville, KY 40222

 

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

 

Thank you to our sponsors:

 

 

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIKentuckiana.com.

About the Presenters


Linda Ruffenach, CEPA

Linda Ruffenach, CEPA

Founder of Execuity Value Advisors

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Kellie Sheryak, CEPA

Kellie Sheryak, CEPA

Kentuckiana Chapter President

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