preserving & enhancing wealth
Photo courtesy of Joe St. Pierre, JS Photography
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Navigate Business Transition Planning with Confidence 5-Day Workshop
September 30 - October 4th, 12:00 - 12:30 pm ET via Zoom
Tune in via Zoom at lunchtime each day to join the session, which will end with a live Q&A chat session. This event will be anonymous to ensure privacy for all participants.
It's not too late to sign up for the upcoming sessions this week. Each day we offer video replays, found below, if you've missed a session or would like to watch again.
What if you could transition your business with confidence?
One of the greatest struggles every business owner faces is deciding how, when and if they will be able to successfully transition their business.
Watch our lineup of distinguished experts offer practical guidance, strategies, and case studies to help you navigate this pivotal phase of your business journey.
This workshop will help you gain a valuable perspective from those who have successfully managed business transitions.
Having a successful business transition requires preparation and planning. We will help you:
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Understand the importance of a well-structured transition plan.
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Identify the right timing and circumstances for a seamless transition.
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Develop strategies to retain business value during the transition process.
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Address financial and operational issues to maximize your valuation.
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Gain real-world insights from a team of experts.
We'll focus on the following questions to help you be prepared for a successful business transition:
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DAY 1
How is your business value determined and what steps can you take to maximize it?
> Watch Day 1 Replay Video Here
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DAY 2
Why is getting your legal affairs in order important to a successful transition?
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DAY 3
What does a sell-side or buy-side advisor really look for when evaluating a business?
> Watch Day 3 Replay Video Here
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DAY 4
What does the next chapter of your life really look like and are you ready for it?
> Watch Day 4 Replay Video Here
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DAY 5
How can scenario planning with the Live Well Planning Roadmap help you navigate your business transition with confidence?
Complete the complimentary
Rate each category from 1-6, based on the below key (25 questions, please add comments as you feel appropriate):
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No consideration
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Thought about it
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Some completed, but Below Average
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Above Average
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Best-in-Class
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Perfect, no further work needed
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The information presented in this workshop is not intended to be tax or legal advice but educational/informational only.
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