Every business owner needs to plan with the end in mind as to how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Greg Banner, CLU, CFP, CRTP and Alejandro Matuk, Esq.

Click play to watch a short video about ‘7 Steps to Successful Business Exit Strategies’