How to Plan for a Successful Business Exit

Description

Planning for a successful business exit is one of the most important and often overlooked parts of building a business. Whether you’re years away from exiting or just beginning to think about what’s next, having a clear strategy in place can help you maximize value, protect your wealth, and transition on your own terms. 

This virtual workshop led by Chad Kihm will provide a practical overview of the exit planning process and the key decisions that shape both your financial and personal outcomes. 

You’ll walk away with: 

A clear understanding of what an exit plan is and why it matters 

Insight into the six-step exit planning process, including setting goals, evaluating readiness, and exploring your options 

An understanding of your “value gap” and how it impacts your exit 

An overview of valuation methods, M&A fees, and key financial considerations 

Guidance on buy/sell agreements and how to build the right advisory team 

About the Speaker: 

Chad Kihm is a Private Wealth Advisor who works with ultra-high-net-worth, family-oriented business owners. He helps clients align their financial strategies with their personal values—enabling them to spend more time with family while protecting and preserving wealth for future generations. 

Register Here: https://ucmsbdc.ecenterdirect.com/events/16841