A business owner spends decades investing in the business, and most likely will need the proceeds from the sale of their business to fund their retirement. How much do you need? How long will it take? Attend this session to learn how you get to your Freedom Point and how that is a critical aspect of your exit plan.
- The attendee will be able to better understand now retirement planning fits into exit planning and why that is important.
- The attendee will understand the difference between NET and GROSS sale proceeds and how that makes a big difference in funding the business owner’s retirement
- How to calculate the business owner’s “Freedom Point” so the owner knows how much the business needs to sell for, rather than accepting what he/she can get when selling.
- What if a business owner gets to his/her Freedom Point before he/she is ready to exit? The attendee will learn the ways a business owner can reduce risk until exit.
Meet the Presenter:
Hear from Chapter President, Mark C. Hegstrom, AIF®, CEPA®, CPFA, Managing Partner, Certified Exit Planning Advisor™, Business Owner Succession Strategies.About the Presenter
Join our hybrid chapter event in a way that is most convenient to you, either in-person ($40), or virtually ($20).
Thank you to our Sponsors!