Quick Links




Most business owners who are 10 or fewer years from retirement have not adequately planned their transition, which could hurt their financial gain when they sell the business. A recent "State of Owner Readiness" survey found that 75% of baby boomers who own a business plan to transition in the next decade, yet only 18% have had a formal valuation in the last two years. This webinar will shed light on the process of planning an exit to maximize your business value and reach your financial goals. We will discuss the overall exit planning process, as well as estate planning, financial planning, valuation and the business sales process.