ExitSmarts: Critical Steps for Exit Planning & Business Transition

Porte Brown announces our new monthly webinar series: 

ExitSmarts™: Critical Steps for Exit Planning & Business Transition

You are cordially invited to join us for the introductory ExitSmarts webinar, "Beginning the Conversation" on September 24, 2020.

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: Critical Steps for Exit Planning & Business Transition."

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. 

Monthly Webinar Topics Will Address: 

• Getting Started
• 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

Join us on:

Date: Thursday, September 24, 2020

Time: 11am - 12pm (CDT)

Webinar Series Panel: