Lunch & Legacy: Business Exit Planning Seminar

Join us as for our “Lunch & Legacy” event, where we’ll be diving into all things business exit planning.

Whether you’re looking to sell your business internally to family or key stakeholders or you’re just beginning to think about your perpetuation plan, this seminar is for you.

Chuck Laverty, Director of Business Solutions at Buckingham Strategic Wealth, will join our team to discuss:

• How you can add value to your business
• The current state of owner readiness
• Effective exit strategies
• Preparing for a sale — both before and after the transaction
• Tax strategies
• Tips for achieving a more fulfilled life after the sale

The best time to start thinking about your exit strategy is 10 years before the actual exit – so whether you’re two years from retirement or 15, learn where your focus needs to be to maximize your valuation, find the right buyer and help ensure your legacy continues long after your exit.

Lunch will be served at noon.

When: Thursday, April 17, 12-1 p.m.

Where: Ellerbrock-Norris Wealth Strategies

Chuck Laverty: As the Director of Business Solutions at Buckingham Strategic Wealth, Chuck works alongside partner advisors, like Ellerbrock-Norris Wealth Strategies, to help business owners understand and enhance the value of their businesses.

Ben Woods, CEPA: Ben is the Chief Stewardship Advisor at ENWS. With over 25 years of experience as a financial advisor, Ben’s helped hundreds of individuals and businesses. As a Certified Exit Planning Advisor, he is specialized in helping businesses owners transition into their next phase of life – whether it’s investing in another venture, thriving in retirement, leaving a legacy for the next generation or finding philanthropic opportunities.

Seth Cave, CFP®, CEPA: Seth is a financial planner at ENWS. As a CERTIFIED FINANCIAL PLANNER™ professional, he helps families and individuals on the wealth accumulation journey, along with creating efficiencies in taxes, retirement planning, estate planning and more. He also holds the Certified Exit Planning Advisor™ designation, specializing in helping businesses owners transition, whether through a sale or internal succession plan.

Host or Publisher Ellerbrock-Norris Wealth Strategies