Proactively Planning Your Exit

End of Year Planning You Can Do Right Now In All Parts Of Your Business To Ensure A Successful Exit. 

What You'll Learn

This panel brings together expert perspectives on preparing for a business exit covering:

  • Strategic actions owners should consider as they approach a sale
  • How external changes can affect deal structures and tax outcomes
  • The critical resources needed to support a successful exit.
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Meet the Speakers

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Joel Duran

CMAA, MAMI, CMAP, CEPA, CAIM, CMSBB

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Rufus Cressend

CFP, CRPC, APMA, BFA, CEPA

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Jody Grunden

CPA

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Jing Zhou

BCBA, CEPA, Pinnacle Business Guide