News & Insights > Preparing for a Successful Business Transition: Key Strategies for Owners
Webinar

Preparing for a Successful Business Transition: Key Strategies for Owners

Wednesday October 30, 2024 from 12:00 pm – 1:00 pm CT

Are you a business owner thinking about your next move? Planning a successful business exit can be complex, but during our upcoming webinar, Cory Parnell, CPA, CEO of BGM, and Dyanne Ross-Hanson, President of Exit Planning Strategies LLC, will address 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. Register now and take the first steps towards a successful business transition.

REGISTER HERE
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Posted

10.14.24

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Webinar
Business Owners
Advisory

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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