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Exit Planning Strategies for a Successful Transition
A properly crafted exit plan allows a business owner to transition on their own terms, with the flexibility and confidence to make an informed decision when the timing is right.

Exit planning is a long-term strategy that considers business and personal goals unique to each individual and situation. Whether transferring ownership to family, employees, or a third party, an exit plan will ensure an equitable payout.

This webinar will cover the basics of how to:
• Assess and increase business value prior to a sale
• Create an integrated financial plan for pre- and post- exit
• Prepare your business and team for your exit
• Identify opportunities for maximizing sale proceeds

Bring your questions! A brief Q&A will follow the presentation.


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Karin Le
Senior Wealth Advisor @Capital Planning Advisors
Brent Haapanen
Managing Director @DCA Partners
Larry Hansen
Founder @Capital Planning Advisors