Welcome to Boot! Exit Planning 101 is the first installment of our Exit Planning Bootcamp series. Bob Sammis of Bay Head, LLC will be our expert presenter.
One of the biggest problems business owners face is successfully transitioning their companies into retirement. Successful owners plan in advance –not when they are right at the point of selling.
That’s Reactive. Successfully selling a company is a big deal. It’s a huge asset. Failure to plan for it and work at it is not only shortsighted, but it also potentially leaves you exposed to a shortfall in retirement funds.
What to Expect
Come prepared to learn the basics about Exit Planning – what’s involved, what to expect, and what to do next.
8:00 – 8:15 Doors Open / Networking
8:15 – 9:15 Presentation
9:15 – 9:30 Q&A
9:30 -10:00 Private Meetings
NOTE: Open to business owners only. Thanks for understanding.