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Celebrating 25 years

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.

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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:

Understand the importance of a well-structured transition plan.
Identify the right timing and circumstances for a seamless transition.
Develop strategies to retain business value during the transition process.
Address financial and operational issues to maximize your valuation.
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:

DAY 1
How is your business value determined and what steps can you take to maximize it?

DAY 2
Why is getting your legal affairs in order important to a successful transition?

DAY 3
What does a sell-side or buy-side advisor really look for when evaluating a business?

DAY 4
What does the next chapter of your life really look like and are you ready for it?

DAY 5
How can scenario planning with the Live Well Planning Roadmap help you navigate your business transition with confidence?

The information presented in this workshop is not intended to be tax or legal advice but educational/informational only.

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