Exit and Succession Planning Masterclass Series: Process Overview and Goal Setting – 1 CPE Credit (Business Management and Organization)
Understand the importance of developing an exit and succession plan and the interrelation between personal, financial and business goals and objectives. Hear from a valuation expert on key value drivers that will impact your valuation. Learn why and how estate planning and wealth management play a role in your master plan. As a part of the series, we are offering a complimentary Exit Map Assessment and Debrief to help you determine your preparedness for succession or exit. Simply take the online survey here and we will provide you a report and be available to discuss the results.
