Proactive Planning: How to Transition Your Business Within the Next 5 Years
Learn how to increase business value, reduce risk, and create a roadmap for a successful exit- whether planned or unexpected.
Date and time
Location
Online
About this event
- Event lasts 1 hour
Are you a business owner considering your exit strategy- or simply want to ensure you're ready for whatever the future holds?
Join us for “Proactive Planning: How to Transition Your Business Within the Next 3–5 Years”, a live seminar designed for business owners and the professionals who support them. This event brings together legal, financial, and strategic experts to help you build a comprehensive succession and exit plan that protects your legacy and maximizes value.
What You’ll Learn:
- How to prepare for a business transition triggered by sale, retirement, or unexpected life events like divorce or burnout
- Strategies to increase the market value of your business through marketing, people, and process improvements
- Pre-sale planning essentials you can’t afford to skip
- A primer on liquidity options, deal terms, and what to expect in the transaction process
- How to optimize post-sale tax, estate, and financial planning
- Legal tools for a smooth ownership transfer, including buy-sell agreements and trusts
Meet the Speakers:
🔹 Megan Kearney, Owner & Partner, Exit Factor Lexington. A growth and exit planning expert, Megan empowers business owners with customized strategies that drive value and ensure successful transitions.
🔹 Kristin McKenna, CFP®, President, Darrow Wealth Management. Kristin brings deep experience in guiding business owners through sudden wealth events and ownership transitions, offering insights into liquidity options and post-sale planning.
🔹 Jeniffer Bispo, Esq., Estate Planning Attorney, Long Hagan Huff-Harris, P.C. With a background in international business and estate law, Jeniffer helps clients plan for the legal and structural complexities of business succession with a personalized and multicultural approach.
Who Should Attend:
- Business owners planning to transition within the next 3–5 years
- Advisors to small and mid-sized business owners (accountants, financial planners, attorneys)
- Entrepreneurs looking to proactively plan for growth or exit
Don't wait for a crisis to start planning. Learn how to take control of your business future-today.