Join our complimentary webinar on Thursday, October 29 at 10:00 AM CT to learn how to plan for perhaps the single most critically important event of your life: successfully exiting your business.
-Importance of having a plan
-Objectives and considerations
-Growing transferable value
-Minimizing risk and taxes
You will have an opportunity to ask our presenter, Terry Staley questions at the end.
Presented by Terry Staley, CPA, CExP, Partner at MarksNelson
As a Certified Exit Planner, Terry has been helping business owners successfully exit their businesses for more than 5 years. He understands that a successful plan includes meeting the owner’s objectives including time until retirement, dollars needed in retirement, and transferring ownership to a key employee group, family members, ESOP, or sale to a third party. His additional experience as a CPA doing tax planning, financial statement preparation and analysis, forecasting, and business consulting makes him uniquely positioned to see the holistic view of a business and act as a guide through the implications of various decisions. He joined MarksNelson in 1993 and has an MBA in finance.