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Exit Smart—

Things You Need to Know Before Exiting Your Business

Navigating the intricate maze of business transitions can often be daunting. That’s why we’ve formed a Panelist-style webinar tailored to unravel the nuances of exit planning, and its pivotal role in your business’s lifecycle.

Whether you’re contemplating selling your enterprise, preparing for a buyout, or planning an internal hand-off, this is the place to be.

Beyond mere theory, you’ll gain actionable insights and hands-on strategies designed to maximize your business’s value and secure its legacy.

Your roadmap to a strategic business exit starts here!

Join Us Virtually: November 2, 2023
From 10:30 AM to 12:00 PM

Register below to receive the calendar invite and webinar link.

—meet our panelists—

William Clark, CPA

Director at Brown Edwards, CPA

Bob Tankesley, CPA, CFP®

Director of Financial Planning of Marmo Financial Group

David Temple

Engagement Partner of Kaplan CFO Solutions

We have gathered an esteemed panel of industry veterans, entrepreneurs, and strategic consultants. With experience under their belt, they have weathered challenges and reaped the rewards of well-timed and well-planned exits.

Whether you’re considering an acquisition, merger, IPO, or simply handing over the reins to a successor, our panelists will provide insights, share their experiences, and answer burning questions you might have about orchestrating a successful exit.


Our Agenda:

• What Makes an Exit Strategy Successful?
• Unifying Personal & Business Wealth
• Selling Smart
• Tax Savvy Moves
• Blueprint to Triumph
• Internal Succession
• Finding Your Ideal Buyer
• Conclusion