Preparing for a Successful Business Transition: Key Strategies for Owners

Are you a business owner thinking about your next move? Planning a successful business exit can be complex, but during our webinar, Cory Parnell, CPA, CEO of BGM, and Dyanne Ross-Hanson, President of Exit Planning Strategies LLC, addressed the key steps needed to ensure a smooth transition and maximize your business value.

What You Will Learn:

• Defining Your Successful Transition Objectives: Learn how to articulate your personal and financial goals for a successful exit.
• Assessing Business Value: Discover methods for evaluating your business and identifying growth opportunities to enhance its value.
• Ownership Transfer Strategies: Explore the pros and cons of transferring ownership to third parties versus insiders and the tax implications of each option.
• Ensuring Business Continuity: Understand the critical role of buy-sell agreements and retention plans in safeguarding your business’s future.
• Wealth and Estate Planning: Gain insights into protecting your wealth and ensuring a secure financial future for your heirs.

Don’t miss this opportunity to gain clarity and direction on your business exit strategies. Watch the replay now and take the first steps towards a successful business transition.