Legacy & Liquidity: Turning Today’s Profits into Tomorrow’s Freedom

If you’re building a business, thinking about growth, or starting to consider what’s next—this is for you.

We’re bringing together experienced professionals across tax, legal, business strategy, and financial planning for an in-person panel designed to help business owners make smarter, more aligned decisions.

We’ll cover things like:

● How to prepare your business for a future exit or transition

● Tax strategies designed to help you keep more of what you’ve earned

● Legal structures and protections that may reduce risk

● How to turn business value into personal financial security

● What to think about before a sale, succession, or major life event

If you’re thinking about any (or all) of these things, we’ll help you connect the dots.

You’ll also have the opprotunity to ask questions, hear different perspectives, and connect with other business owners in a relaxed setting (with a glass of wine in hand).

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher The Law Offices of Jenny Ling, PLLC