Proactive Planning: How to Transition Your Business Within the Next 5 Years

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.

By Long Hagan Huff-Harris

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.

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FreeAug 14 · 9:00 AM PDT