October 29th, 202411:30 a.m. Central
October 29th, 2024 | 11:30 a.m. Central
Virtual
Maximizing Your Business Succession Plan: Profit to Valuation to Wealth
If you’re thinking about selling your company or are preparing for retirement, you’re not alone. More than 50% of privately-owned businesses are expected to change hands over the next decade. But entrepreneurs in this situation need to have a plan to optimize the value of their life’s work.
Buckingham Business Solutions™ is designed to help you do just that.
In this session, our team shares how our extensive offerings can position you for success. They explore how to:
- Understand the value of your company
- Enhance the worth of your business
- Create a succession or exit plan that meets your unique goals and situation
Thank you for the interest in our recent virtual event!
To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.
ResourcesFeatured Speakers
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Pat’s passion for this profession comes from the opportunity to empower clients to make their own informed financial decisions. His clients can count on him to be a true fiduciary: providing clarity and confidence and being a catalyst to get things done. This straightforward approach, coupled with an evidence-driven planning process and investment philosophy, allows Pat to coach clients through good markets and bad to make sure they have actionable strategies to reach their goals.
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As Buckingham’s Director of Business Solutions, Charles “Chuck” Laverty works in tandem with the firm’s advisory teams to help business owner clients understand and enhance the value of their businesses. He also consults with clients to help them design a plan for properly transitioning from their business, based on their specific financial life goals and when the time is right.