The panel provides tools, strategies and concepts to leverage in your practice to help you meet the needs of your business owner clients. The session covers:
Understanding Business Exit Planning
Intro to Exit Planning
Understanding business value
Types of business exits
Financial and Tax considerations
Tax implications of business exits
Financial planning for business owners
Risk mitigation and compliance
Implementing a successful exit plan
Developing an exit strategy
Successor selection and leadership transition
Finalizing the exit and life after transition