Exit Planning: From Building Your Business to Preparing Your Legacy
Selling your business seems an eternity away, until you are standing at the threshold and looking at the exit sign. If you've done the hard work of building a profitable business, the next step is not to increase revenue further. It's not hiring more people. It's not adding a new product line.
It's actually starting to plan your exit, long before you would ever think of retiring. Reducing risk, improving processes, and prepping your business to eventually sell, creates a better business today while ensuring your legacy will continue for decades to come.
Speaker(s): Sabrina Carlson - Carlson Wealth Solutions Business Owners are juggling so many priorities that planning their own retirements often gets pushed to the back burner. Not for lack of advice! They have a CPA, bookkeeper, 401k guy, maybe even a private banker. But all those separate pieces still need to be brought together into a single, actionable plan that holds your life, finances, and business in one cohesive picture. That's what we do! Financial planning and asset management that holds the spreadsheet and the soul.
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Fee: No Cost