Join Us for Webinar #2 — Getting Started
Date: Thursday, October 29, 2020
Time: 2pm - 3pm (CDT)
This webinar is a continuation of the ExitSmarts™ Exit Planning for Main Street Businesses series and will discuss the following topics:
• Review basics from the “Starting the Conversation” webinar
• Exit Paths
• Exit Planning Fundamentals
• Focus on what you can do to get started today
• Exit RoadMap Express
Important: For the best experience, make sure to download the Getting Started Webinar Notes prior to the webinar. Also, If you haven't already, please complete your Exit Ready Assessment.
Let’s face it, this type of important, long-term business planning can feel stressful and overwhelming. Where do you begin? Are you doing the right things to maximize value? There are many questions depending on your specific circumstances, but getting started and having a solid plan is key.
The goal of this complimentary webinar series is to help outline the process, timeline, and necessary steps for an effective exit plan. The webinar format will include an educational topic followed by a Q&A session. The identity of attendees will remain anonymous at all times.
Did you miss the introductory webinar? Register for the encore...
Encore Webinar: ExitSmarts — Beginning the Conversation
Date: Thursday, October 29, 2020
Time: 10am - 11am (CDT)
If you missed the introductory ExitSmarts webinar last month make sure to sign up for its encore presentation prior to registering for the second webinar in the ExitSmarts series: "Getting Started."
Today's marketplace is experiencing the largest transition of business ownership in history. In fact, at Porte Brown we have seen a substantial increase in questions and activity surrounding this complex subject, and we realize owners are looking for help and expertise in planning for their future. With this in mind, we are happy to announce our new monthly webinar series, “ExitSmarts™ Exit Planning for Main Street Businesses."
Important: For the best experience, make sure to download the Beginning the Conversation Webinar Notes prior to the webinar.
Webinar Series Panel:
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DAN PAXTON EOS Implementer, AExP, Traction2Vision |
STEVE DOUGLAS Director, ExitMap Express Advisor, Porte Brown LLC |
WADE RUNGE Director, ExitMap Express Advisor, Porte Brown LLC |
Future Monthly Webinar Topics Will Address:
- Exit Finances and Buyer-Types
- Personal & Business Resources
- Maximize & Protect Business Value: Business Value Drivers
- Maximize & Protect Business Value: Key Employee Incentive Plans
- Value Driver Implementation
- Sale to Third Party
- Transfer to Insiders
- Business Continuity
- Personal Wealth & Estate Planning
- Family Business Planning
- Banking Perspective
