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.
