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12 Most Common Mistakes to Avoid in Selling Your Business

Wednesday, March 1
10:00 am - 12:00 pm

12 Most Common Mistakes to Avoid in Selling Your Business

Kristofer Gray, CFP®, Leif Johnson, Lisa Forrest, and a team of panelists will examine many of the common challenges affecting business owners on the subject of succession and estate planning for business owners.  We will review the landscape of options and 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 legacy you desire.

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.

Expert and experienced panelists include:

  • Certified Public Accountant – Dan Gaffney, CPA, Partner, Moss Adams
  • Corporate Attorney – Keith Baldwin, Partner, Davis Wright Tremaine
  • Estate Planning Attorney – Matt Loftin, Davis Wright Tremaine
  • Family CFO – Kristofer Gray, CFP, Principal, Integrity Financial
  • Investment Banker – Leif Johnson, Managing Director, Exvere
  • SBA and buyout financier – Lisa Forrest, Banc of California

Members: $35
Non-Members: $45

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, and like Integrity Financial on Facebook at Use the hashtag #AWBLegacy on Twitter so we don't miss any of your questions, thoughts, and comments.