Simple Steps for Exiting Your Business: Succession Planning
Planning for the next stage of your business. And the next stage of your life.
Join us for Simple Steps for Exiting your Business seminar. The statistics on businesses surviving through multiple generations are disconcerting. Just making it to the second generation is a milestone event for a business. That may be because few business owners put plans in place to help ensure a seamless transition of their businesses when the time comes. That includes planning for both a voluntary exit, such as retirement, or involuntary exit, such as death or disability.
Simple Steps for Exiting your Business: Part 1 – Succession Planning reviews the things you may want to consider when putting a business succession plan in place:
- Understand your exit options
- Know the true value of the business
- Select and prepare your chosen successor
Featured Speakers
Craig J. Caimi
Wealth Management Advisor | WestPoint Financial Group
Host Sponsor

Additional Information
Questions regarding event or having trouble registering? Contact Events at [email protected].
Need accommodation? Let us know of any specific accommodations or accessibility needs you may have to ensure your full participation. While we do our best to accommodate requests, please note that accommodations are not guaranteed. Contact Events at [email protected].
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Tickets are Limited. Only a certain number or tickets are available for this event. All purchases are final, non-transferable and non-refundable.
In Person Event
Registration is required for this event.
Registration
Free