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Succession Planning for Business Owners
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.

Key Take-aways:
-Importance of having a plan
-Objectives and considerations
-Growing transferable value
-Minimizing risk and taxes
-Exit paths
-Next steps

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.

Oct 29, 2020 10:00 AM in Central Time (US and Canada)

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