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. 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