Whether you are planning to transition your business in the near future or just beginning to think about your long-term goals, having a well-thought-out strategy is the first step toward a successful and profitable exit. This webinar is designed to guide business owners through each critical stage of the succession journey.

Join Dyanne Ross-Hanson, CEPA®, CFP®, ChFC, CLU, Senior Consultant at BGM, Cory Parnell, CPA, Principal at BGM, Blake Johnson, Director at SealedBid, and Heidi Carpenter, JD, CEO and Shareholder at Fafinski Mark & Johnson, P.A., as they share real-world insights, strategic guidance, and actionable steps to help you explore your options, build internal readiness, and execute your transition with confidence.

Once you’ve selected your path, the next step is preparing your business for transition. This session will cover how to create internal alignment and get your financials, operations, and relationships in shape to maximize value and minimize surprises.

What You’ll Learn

• Management and Leadership Readiness: How to prepare your internal team for succession and identify any gaps. Including building out Incentive/Retention compensation plans.
• Valuation and Financial Preparedness: Why knowing your company’s value matters and when to seek a formal valuation
• Legal and Operational Housekeeping: Ensuring key contracts, agreements, and records are in order to support a smooth transition
• Documentation and Risk Reduction: Moving handshake deals to written agreements and uncovering potential red flags early

Register now to learn how to prepare your business for a seamless and successful transition. A recording will be provided to all registrants, even if you’re unable to attend live.