Deep Dive into Exit Planning Fundamentals – Group 1

Theme: Preparing Business Owners for Exit

• Agenda:
  1. Exit planning basics: Understanding value drivers
  2. Common challenges business owners face in exiting
  3. Collaborating with CPAs and attorneys in the exit planning process
  4. Case study: A successful business exit

Suggested Tools:

• Value Builder System™ Overview
• Exit Planning Checklists

Meeting Info

https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852

Meeting ID: 715 290 0205

Passcode: 1234