Business Exit Planning Workshop
2:30 pm - Registration
3:00 pm - Busines Exit Planning Process
5:00 pm - Cocktails & Networking
With about 8,000 Americans turning 60 every day, more and more business owners are thinking about retiring. The vast majority of those companies do not have business succession plans. At retirement the business owner will have to convert the ownership into cash, to fund retirement.
This workshop discusses the Exit Planning Process, which is a comprehensive approach to business succession planning.
Members of Our Panel
Richard D Brock, CPA
LBA Certified Public Accountants
William S. Hart, CFP, MBA
Retirement Strategies, Inc.
Joseph J. Maltese, CFP, ChFC, CLU
John Hancock Financial Network
James V. Walker, JD
The Walker Law Group