Getting the Most out of your Business:A Guide to Exit & Succession Planning
A guide to exit & succession planning led by Bill Simonet, Certified Exit Planning Advisor for Simonet Financial Group, LLC
Log into the Zoom Webinar starting at 10am!
Webinar ID: 869 7173 4901
Building a successful business often takes years of dedication, discipline, hard work, and sometimes luck. The rewards of ownership become clearer as your business grows. Just as critical as it is to know how to start and grow a business, an owner must plan on how to successfully get out of their business.
This presentation will go over how to effectively plan for and exit your business. We will cover the following topics:
o Valuation
o Key Employees
o Succession vs Exit Planning
o Succession Options
o Exit Options
o Taxation & more
About Bill:
Bill Simonet, CFP®, AIF®, CEPA®, is a CERTIFIED FINANCIAL PLANNER™ Professional and Managing Principal of Simonet Financial Group, LLC. He has over 10 years of experience in the financial services industry and is committed to helping empower individuals, businesses, and families to take the financial steps necessary to live their dreams. Bill’s leadership and motivational talents developed while serving as a U.S. Marine. He is a decorated Operation Iraqi Freedom veteran and continues to serve needs of the community by serving as Bugler for Military ceremonies, volunteering in local events, and mentoring young students.
Bill has earned a strong reputation for honesty and integrity. He develops highly personalized financial plans for his clients and works diligently to help implement planning recommendations. As a result, most new client relationships are created through personal introductions from existing clients & partners.
A guide to exit & succession planning led by Bill Simonet, Certified Exit Planning Advisor for Simonet Financial Group, LLC
Log into the Zoom Webinar starting at 10am!
Webinar ID: 869 7173 4901
Building a successful business often takes years of dedication, discipline, hard work, and sometimes luck. The rewards of ownership become clearer as your business grows. Just as critical as it is to know how to start and grow a business, an owner must plan on how to successfully get out of their business.
This presentation will go over how to effectively plan for and exit your business. We will cover the following topics:
o Valuation
o Key Employees
o Succession vs Exit Planning
o Succession Options
o Exit Options
o Taxation & more
About Bill:
Bill Simonet, CFP®, AIF®, CEPA®, is a CERTIFIED FINANCIAL PLANNER™ Professional and Managing Principal of Simonet Financial Group, LLC. He has over 10 years of experience in the financial services industry and is committed to helping empower individuals, businesses, and families to take the financial steps necessary to live their dreams. Bill’s leadership and motivational talents developed while serving as a U.S. Marine. He is a decorated Operation Iraqi Freedom veteran and continues to serve needs of the community by serving as Bugler for Military ceremonies, volunteering in local events, and mentoring young students.
Bill has earned a strong reputation for honesty and integrity. He develops highly personalized financial plans for his clients and works diligently to help implement planning recommendations. As a result, most new client relationships are created through personal introductions from existing clients & partners.