An Up-to-Date Look at Exit Planning for Business Owner Clients

As business owners prepare for eventual retirement, the challenges of exit and succession planning loom large.

This live workshop provides an insightful exploration of exit and succession planning, including potential challenges introduced by the One Big Beautiful Bill Act (OBBBA), current trends, and opportunities for advisors to get involved in the process. We’ll also explore other topics relevant to exit planning, including the distinction between exit and succession planning, potential tax and financial challenges, and tools and techniques advisors can employ with their clients.

Viewers will come away from this workshop with a better understanding of the discipline of exit planning in today’s world and how they can guide their clients through the process.