Building a successful business can take decades. Yet for many owners, transitioning—whether through a sale, succession, or another exit strategy—can become one of the most complex financial and personal decisions they’ll ever make. This educational webinar will discuss the key considerations business owners should evaluate when developing an exit strategy, regardless of where they are in the process. Topics include why exit planning should begin long before you’re ready to transition, common succession strategies, different sale options, factors influencing the value and marketability of your business, and financial, tax, and estate planning considerations surrounding a business transition. Attendees will also learn about building the right team of advisors to help navigate the process and common mistakes to avoid before an eventual exit. This session aims to provide practical insights to help prepare for the next chapter of your business journey.
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