Is Your Business Ready For What’s Next? Exit Planning For Business Owners
Free Webinar For Business Owners
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About This Webinar
You’ve poured years into building your business — but what happens when it’s time to step away?
Whether you’re planning to retire in the next few years or simply want to understand your options, this webinar will help you take the uncertainty out of succession planning. Join our roundtable discussion to learn what makes a successful exit strategy.
You’ll walk away knowing where to start, what pitfalls to avoid and how to protect the legacy you’ve built.
You’ll learn how to:
- Identify the right time to start planning your exit
- Increase the value and marketability of your business before a sale
- Prepare your financial statements and key metrics for potential buyers
- Use dashboards and technology to make your business more attractive
- Navigate tax and retirement planning considerations tied to succession
We will wrap up with a Q&A.
Meet The Presenters
Dan Larson, EA
Dan guides business owners through every stage of exit planning — from preparing for due diligence to minimizing tax liabilities when it’s time to transition or sell. He loves helping owners “put the pieces together” to protect the value they’ve built.
Marie Calabrese, CPA
Marie helps business owners strengthen financial reporting and establish the clean, reliable financial statements that buyers expect. She ensures owners understand the story their financials tell.
Michael Marinaro, CPA
Michael equips business owners with the technology and performance data they need to demonstrate value to potential buyers. He builds dashboards and systems that clarify key metrics — making businesses more attractive and ready for a transition.