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Webinar: Business Planning
June 22, 2021
Time: 10:00am or 6:00pm | Cost: Free
Speaker: Deanne Rosso, CFP®, President and Wealth Adviser
You spend years pouring your time, talents, and treasure into building a lucrative business, so it’s important to get a strong return on your investment. But sometimes as business owners, we get caught up in the day-to-day and fail to plan for a departure—expected or unexpected—which may prevent us from capturing the maximum value of the business.
Whether you are planning to sell or just want to be sure you are prepared for the unexpected, proper Business Planning can help ensure you and/or your family capture the maximum return on your business investment. Join us as Brian Seigal, Director of Advanced Planning for BUI, shares insights into planning items, such as how far in advance you should begin to prepare for sale, steps you should take to make that transition, and other key principles in maximizing your business value.
Questions?
marketing@elevate-wealth.com