Will lunch be provided?

Yes, a catered lunch is waiting for you!

Is this a sales event?

No, it is not. There will be no selling at this event. It is designed to provide high quality information to business owners while giving owners an opportunity to network with other owners.

Tuesday, June 3

5 realities to understand for exiting your business

Every owner WILL exit their business at some point. We will talk about how to create a successful plan long before it is time to exit.

By Todd Bailey, Simplifi Planning

Date and time

Tuesday, June 3 · 11:30am - 1:30pm EDT

Location

Leo's Italian Social

4100 Main at North Hills Street Raleigh, NC 27609

Refund Policy

Refunds up to 4 days before event

Agenda

Sponsors of this event

Dagan Nelson, QuestCo (PEO)

Richard Black, Merrill Lynch

In the exit planning process, an owner needs Trusted Advisors to assist him/her on their journey. These "TA's" are fantastic partners to any business owner. You will hear more about the role they pla...

About this event

5 realities to understand for exiting your business

Come join us at Leo's Italian Socail in North Hills for a catered lunch and eye-opening event tailored for business owners who want to gain insight into the in's-and-out's of what exiting their business will look like. Learn about the realities that every entrepreneur must face when it's time to move on. Professional EOS Implementer and Trusted CEPA Advisor (Certified Exit Planning Advisor), Todd Bailey, will delve into crucial topics that will help you navigate this important transition smoothly. Don't miss this opportunity to gain valuable insights and network with like-minded individuals. Reserve your spot today!

Organized by

Todd Bailey, Simplifi Planning

This event is presented by Todd Bailey, Certified Exit Planning Advisor (CEPA) and Professional EOS Implementer. After 17 years of business ownership, Todd successfully sold his business in 2023. He brings a wealth of knowledge from the many business teams he has coached and the owners he has worked with over the years.