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Is Your Business Ready For What’s Next? Exit Planning For Business Owners

About This Webinar


You’ve poured years into building your business — but what happens when it’s time to step away?

This webinar covers 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

Get Clarity On What's Next

Schedule a consultation to discuss your exit plan.
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Panelists

Dan Larson, EA

Tax Partner
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

Audit & Accounting Partner
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

Technology Solutions Group Partner

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.