You are invited to learn more about:
Succession Planning for Small Business Owners
Peter will be giving an hour long, interactive presentation on Exit/Succession Planning for business owners and advisors who:
- Plan to sell their business when they retire
- Want to maximize the value of their business
- Hope to transition their business to a family member or key employees
- And/or are looking to build a path to retirement . . .
Then, please join us as we discuss the importance of having a succession plan in place and what you should consider as you prepare for your future. Here are just a few of the many questions we will touch on throughout the educational forum:
- Why is it important to have an exit plan?
- What does the exit process look like and when should you begin?
- Who are the trusted advisors that support it and how to select, engage, and in what order?
- How do you maximize value at exit?
Thursday, July 26th 2018
9:00AM – 10:00AM
Location: Premier Wealth Advisors, LLC, 12531 High Bluff Dr., Suite 110, San Diego, CA 92130
To Register, email firstname.lastname@example.org
Space is limited.
Please take advantage of this opportunity to learn more about how to properly plan for succession. A light breakfast and refreshments will be provided. Feel free to forward this invitation to a friend or colleague who might benefit from this presentation. Thank you!