Succession Planning Fundamentals: How to Transition Ownership of Your Company
10:00 am - 12:00 pm
Kristofer Gray, CFP® and Paul Hajek will examine many of the common challenges affecting business owners on the subject of succession planning and implementation. We will describe how to develop a thoughtful process to address all issues surrounding the most important phase of your business life – the phase where you cannot afford to make any mistakes. Our process will maximize the value of the business, minimize the tax burden of the transition, and help you create the desired legacy.
The goal of succession planning is to help you identify, plan for, and achieve your personal, business, and financial goals while transitioning out of your business. For most people, exiting their business is a once in a lifetime event. It can be exciting and rewarding, but it can also be scary, frustrating, and even painful. By using a well-structured succession planning process you can attain your vision of your life after business.
Connect with us on Twitter and Facebook to join the discussion, receive additional insights, and ask questions about how best to transition the ownership of your company. Follow us on Twitter at www.twitter.com/IFCLegacy, and like Integrity Financial on Facebook at www.facebook.com/IFCLegacy. Use the hashtag #AWBLegacy on Twitter so we don't miss any of your questions, thoughts, and comments.
Presenters bios can be found at:
https://www.linkedin.com/in/ifclegacy and https://www.linkedin.com/in/hajekp