Proactive Tax & Exit Planning for Entrepreneurs
Schedule
Fri Aug 22 2025 at 09:00 am to 10:00 am
UTC-05:00Location
13815 FNB Pkwy suite 400 | Omaha, NE
About this Event
As a business owner, you’ve worked hard to grow your business—but have you planned for what comes next?
Whether you’re considering selling, succession planning, or transitioning into retirement, a well-designed exit strategy is crucial for protecting your hard work and financial future.
Join CPA Evan Marshall and Financial Advisor Mike Schudel—both CEPA-certified professionals—for a focused, high-value session created exclusively for business owners.
You’ll learn:
Tax-smart strategies to prepare for a business sale or ownership transition
How to enhance business value before exiting
Ways to align your business exit with long-term personal financial goals
Common mistakes to avoid—and how to take a proactive approach to planning
Take the time to plan now so that you can exit on your terms later.
Please note: This workshop is intended for current business owners, as the content focuses on ownership transition, exit strategies, and business tax planning. so that
Where is it happening?
13815 FNB Pkwy suite 400, 13815 FNB Parkway, Omaha, United StatesEvent Location & Nearby Stays:
USD 0.00
