Maximizing Your Business Exit: A Case Study

  • July 27, 2021
  • 6pm PDT
  • Online Webinar

Maximizing Your Business Exit: A Case StudyYou’ve worked hard to build your business. Now let your business help fund your retirement.

When business owners make money, they tend to reinvest it in their business or take it as personal income rather than using it to help fund their retirement. As a result, 78% of small business owners plan to sell their business to fund 60% to 100% of their retirement.1

Yet many don’t have a written exit plan in place to help maximize the value of their business or understand how much their business may be worth, leaving their retirement funding up to chance.

By partnering with a wealth advisor experienced in the exit process, business owners can better maximize the retirement funding their business has the potential to provide. In this case study sponsored by BeReady Business Exit Solutions, I provide my perspective on how I and others helped a business owner exit his business successfully.

With over 16 years of experience, I come from a family of business owners. My passion for helping business owners plan for and maximize their exits stems from seeing my dad make critical business exit decisions on his own – without the help of professionals – that resulted in a much different retirement than he had anticipated. I partner with my clients by educating and empowering them to make the best financial decisions possible.

You’ve worked hard to build your business. Now let your business help fund your retirement.

Register now to learn how business owners can maximize retirement funding.

1“Small Business Owners Ignoring Succession Advice: Poll,” CNBC, April 13, 2015.