The biggest wealth opportunity for most owners, including your
practices, is their business succession or exit. Yet most owners will
receive less than half of their maximum available profit. “Exciting
Exits” takes business owners and their agents through the steps to
ensure a successful business transition strategy. Through real life
example of actual business owners’ experiences in the context of a
planned transition, you’ll learn: * How proper succession and exit
planning can multiply business value and total price * Understand key
elements of a well prepared business owner * How to best prepare owners
to sell to management, children, or on the open market * How business
valuation works in theory and practice * Gain insight into tax matters
Greg Caruso, CPA will speak first focusing on succession planning/exit
strategies and valuations (of the business) touching on some
accounting/tax considerations. Mike Mercurio will follow and speak more
in depth about the legal implications that business owners need to know
and understand if they are considering selling their business.