Succession and exit planning are essential for transforming your business into a valuable asset that aligns with and supports your broader life goals. However, navigating these complex processes can feel overwhelming without expert guidance.

To help, TFO Family Office Partners is thrilled to host a webinar featuring John Chionchio, Partner at WealthPoint Business Advisory Services. This live event, hosted by TFO Family Wealth Strategist and Partner Damon Miller, will provide valuable insights into developing and executing effective succession and exit strategies.

Here’s what you’ll gain from attending the webinar:

• Understand the why, how, and what of outcome-driven succession and exit planning:
  • Preparing your business as an asset
  • Exploring 10 monetization strategies and their impacts on desired outcomes, including:
    • ESOPs
    • 301 redemptions
    • Owner/investor models
    • Recaps
    • Hybrid solutions
    • And more
  • The keys to making great decisions
  • Little known secrets of successful execution
• Common financial industry challenges in delivering value to business owners through exit planning.
• How finding and partnering with a specialist provides optimal outcomes.
• The importance of true collaboration in achieving optimal outcomes.
• What to do right now to get succession and exit right.

Selling a business is a significant journey for owners, often filled with both opportunities and challenges. At TFO Family Office Partners, we specialize in helping business owners prepare for and navigate the business sale process with confidence.

Our informative webinar series, “Optimizing the Sale of Your Business,” addresses critical topics for business owners considering a sale. This series provides valuable insights designed to guide you through each stage of the selling process. Join our experts and industry leaders as they explore:

1.  Income Tax Strategies Before a Sale
2.  Preparing Your Organization for a Successful Sale
3.  Estate Planning Considerations Prior to Selling Your Business
4.  Legal Pitfalls to Avoid in the Sales Process
5.  Steps to Effectively Sell Your Business
6.  Life After an Exit: What to Expect
7.  Investing After the Sale: Managing Your Liquidity
8.  Preparing Your Family for Life Post-Sale

If you missed the live sessions, you can now watch the entire series here. We aim to provide you with the knowledge and resources you need as you consider your next steps in the business sale process.  If you or someone you know is contemplating selling a business, please reach out to Damon Miller at (602) 466-1656.

In 2025, get ready for two exciting additions to the webinar series! Join John Chionchio of WealthPoint on January 23 and Jeremy Macliver with EOS (Entrepreneurial Operating System) on March 20. Stay tuned—more details coming soon!

October is Cybersecurity Awareness Month, a time to reflect on the importance of protecting our digital lives. This year, we teamed up with BlackCloak to host an informative webinar featuring CEO Dr. Chris Pierson, who shared invaluable insights tailored for high-net-worth families, corporate executives, and board members.

The New Cyber Battleground
In today’s digital landscape, the home has become the new battleground for cyber threats. Cyber criminals are increasingly shifting their focus from large corporations, which typically have substantial cybersecurity measures in place, to families and individuals who often lack robust defenses. This shift underscores the critical need for heightened awareness and proactive measures to protect ourselves and our loved ones.

Key Takeaways from the Webinar
During the webinar, Dr. Pierson discussed four simple yet effective strategies to safeguard yourself and your family:

1. Protecting Your Accounts: Learn best practices for securing your online accounts, including password management and two-factor authentication.
2. Securing Your Home: Discover how to protect your home network and smart devices from cyber threats.
3. Safeguarding Your Devices: Understand the importance of device security, including software updates and antivirus solutions.
4. Hardening the Human Element: Explore ways to strengthen the human aspect of cybersecurity, including awareness training and recognizing social engineering tactics.

Watch the Webinar
If you’re ready to enhance your cybersecurity knowledge, rewatch the webinar below and empower yourself with the tools you need to stay safe online.

Have Questions?
If you have any questions about cybersecurity or need further assistance, please reach out to your TFO team. Together, we can navigate the ever-evolving digital landscape and protect our digital lives.