Find out how business exit planning can help maximize business value now and when you’re ready to transition.
Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, president and founder of Planned Financial Services, shares his insight on the critical role exit planning can play in helping to maximize business value now and when you’re ready to exit:
You'll learn: *Who needs a plan and when you need to start *Why make exit planning an integral part of your ongoing business strategy *How to determine when you and your business are ready to transition *Strategies to successfully unlock accumulated wealth *How to improve the probability of a successful transition on your terms by managing the risks associated with the 5Ds (death, disability, divorce, disagreement and distress) *Ways to drive wealth creation that leads to higher sales multiples
