Your family business is a legacy built on hard work, sacrifice, and a vision across generations. Navigating succession can be complex, especially when the future feels uncertain/ unknown. When it comes to deciding when to exit your business, planning is everything. 

Whether you're preparing to pass the torch to the next generation, sell to a third party, or to your employees—understanding your succession options is critical. With strategic guidance, you can transfer your business smoothly with confidence, maximize after-tax value, avoid common pitfalls, and protect your wealth. 

During this session we will discuss: 

  • Preparing for succession
  • Intergenerational business transfers
  • Other planning strategies when exiting your business

Register now

Speakers: