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Presenters:
- Jeff Hawkins, CPA, Partner, CRI Advisors, LLC, Partner, Carr, Riggs & Ingram, L.L.C.
- Paul Evans, CVB, Partner, CRI Advisors, LLC | CRI M&A Advisors, LLC
- Jeffrey Hall, Esq., EVP, Chief Fiduciary Officer, The Preferred Legacy National Trust Bank
- Luke Britt, CLU®, RICP®, CEPA®, Practice Director: Advanced Planning & Business Solutions, Level Four Business Solutions
- Suzanne Durbin, ChFC®, CExP® Private Wealth Advisor & Business Solutions Specialist, Level Four Business Solutions
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WEBINAR | The Exit Ramp: Navigating the Sale of Your Business Like a Pro
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Are you considering the next chapter in your business journey? Whether you’re just starting to think about your exit strategy or are ready to take concrete, actionable steps, this comprehensive webinar will guide you through every phase of the process.
Join our panel of experienced M&A advisors as they discuss key considerations, strategies, and steps to prepare for a successful transition out of your business. From assessing readiness to protecting your interests, building a robust plan, and navigating the complexities of the selling process, you’ll gain practical guidance to help you achieve your personal and financial aspirations.
Learning Objectives
- Discover Your Options: Assess your exit readiness and evaluate the market landscape.
- Protect What You’ve Built: Learn about estate planning, buy-sell agreements, asset protection, and employee retention strategies.
- Prepare for Success: Understand how to clean up financials, build a business succession plan, and position your company for maximum value.
- Navigate the Transition: Know what to expect during the transition period and how to ensure a smooth handoff.
- Plan for Life After Business: Explore your next chapter, from financial investments to defining your personal legacy.
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