Exit Planning: The Recipe for a Successful Transition

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Name: Exit Planning: The Recipe for a Successful Transition
Date: November 9, 2017
Time: 7:30 AM - 9:30 AM CST
Event Description:

79% of business owners plan to exit their business in the next 10 years.

Only 18% have talked to someone who has expertise in exit planning.

–Source: BEI 2016 Business Owner Survey Report



What are you doing to plan for one of the most important financial events of your life? Having an exit planning professional guide you through the complex maze of transitioning out of your business will help you sell your business when you want, for the money you need and to the person you choose.

Our experts will help you with:

  • The benefits/drawbacks of each exit planning path
  • Minimizing risk before, during and after the transition
  • Business survival after you’re gone
  • Business worth = Comfortable retirement
  • Realistic tax reduction for the transaction
  • What are Junior’s frustrations on the chance to lead?
  • Who am I going forward?


Join us to get started on establishing your goals.

 

Presented by

Gralapp           Mehlberg          Deb Houden for Cvent
Nicole Gralapp, CPA
Principal
SVA Certified Public 
Accountants
         
Nancy Mehlberg, CVB
Principal
SVA Certified Public 
Accountants

 
        Deb Houden, Ph.D
Senior Consultant
The Family Business 
Consulting Group

 

Seating is limited for this event, please RSVP by November 2, 2017.

Who should attend: 
This seminar is designed for business owners and their executive team looking to transition the business in the next 3-10 years. 

Location:
Embassy Suites
1200 South Moorland Road
Brookfield, WI  53005
Date/Time Information:
Thursday, November 9, 2017

SCHEDULE
  • 7:30am - 8:00am | Registration and Networking
  • 8:00am | Breakfast Served
  • 8:00am - 9:30am | Presentation and Q&A
Contact Information:
Jennifer Bruhn
Fees/Admission:
COST
$20 (Each business will receive a customized exit planning assessment.)
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Greater Brookfield Chamber of Commerce
17100 W. Bluemound Road, Suite 202
Brookfield, WI  53005
(262) 786-1886

 

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