Win the Transition. Secure Your Legacy.
A 90-minute session to help multi-unit franchisees plan a confident exit or handoff.
You’ve spent years building something meaningful. Now you're asking the big questions: Should I sell? Should I keep it in the family? How do I turn this business into lasting income without losing what I’ve built?
This 90-minute session is designed to help you answer those questions with clarity and confidence. You'll hear a real case study of a franchise owner navigating the same decisions you're facing. Then, you’ll get insights from a team of experts who work together on succession, tax, estate, and legal strategies tailored for franchise owners.
This is not a high-level overview. It's a working session to help you align your business, finances, and family plans—so your next chapter is as successful as the one you've built so far.
You’ll learn how to:
- Build a transition plan that fits your goals and timeline
- Transfer your business to a child or key leader with minimal stress and maximum clarity
- Keep more of what you’ve earned through smart tax strategies
- Turn your business equity into durable retirement income
- Protect your legacy through trusts, estate tools, and intentional giving
- Coordinate the right team so you're not carrying the whole load yourself
Who this is for:
This session is for multi-unit franchisees who are within three to five years of retiring, selling, or stepping back from the business. If you're overwhelmed by the complexity—or just want a smart, strategic path forward—this is for you.
