Legacy in Progress: The Essential Guide to Exit Planning (Zanesville)Register Now
Are you a business owner looking to secure the future of your company? Don't miss out on this invaluable opportunity to gain insights into the intricate world of exit planning. At this event hosted by Rea & Associates, you'll hear from industry specialists who will guide you through the exit planning process, covering crucial aspects from understanding the value of your business to the exit options as well as taxation to wealth management and beyond. Here's what you can expect:
Insightful Presentations:
- Paul Weisinger, CPA, ABV, CVA, CEPA: Gain insider tips and practical advice on understanding the true value of your business. Learn the essential steps to formulating a transition team that will guide you in crafting a personalized exit plan. And, delve into the tax implications of selling your business and the advantages and disadvantages of different exit strategies.
- Doug Feller, CFA, CFP ® and Matt Andreas, CFP®*: transitioning from the CEO of your company to CEO of your net worth.
This is your chance to network with like-minded business owners, learn from the leaders in the industry, and take the first steps toward securing the legacy of your business. Don't miss out on this important event! Mark your calendar and join us for a morning of invaluable insights and networking opportunities. See you there!
*Investment Partners, LTD does not provide exit planning services, legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Rea & Associates and Commonwealth Financial Network and separate and unaffiliated entities.