75% of business owners will exit within the next decade, but less than 10% have a formal plan in place - and even fewer have a plan for the life that follows.
- How to become financially independent of your business
- The "wealth gap" most owners underestimate
- Blind spots that quietly erode value before a sale
- Key levers and factors that drive higher valuations to maximize sale value
- How the right financial projection turns your life's work into lasting income, freedom, and legacy
You'll also see how Wealth Advisors and Mergers & Acquisitions Specialists work together to protect your interests, from the first conversation to the final closing.
This workshop is facilitated by Ryan Cha, an Associate Financial Advisor and Partner at Cadence Financial Group, and Roneil Gounder, Senior Vice President at Capital West Partners. Together, they bring 20 years of experience in the financial complexities of succession, transition, liquidity events, mergers and acquisitions, and exit planning.