Exit planning is likely the most consequential but least understood practice among business owners today. It involves planning for the greatest chance of an optimal exit - specifically, exiting the company on your terms and on your time schedule. This includes all aspects of exit planning, including tax, legal, financial, operational, familial and emotional considerations. In this session, we will dive deeper into the process of exit planning and discuss the steps you can take today to help ensure a successful transition.

Upon attending this session, participants will be able to:

• Define exit planning and why it's important to have a written plan.
• Define the key elements of an exit plan.
• Discuss what steps an owner can take immediately to help ensure a successful exit.