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Business Succession & Sale

7 Issues, 7 Answers

Created in partnership by Edwards, Kenny & Bray LLP and Everything Retirement.

Professionals in the banking, wealth advisory and retirement planning business know how dramatically the financial landscape has changed in the past few years.

Only about 20% of business owners have a written business succession and sale plan. As a result, they fail to maximize the value of their company and minimize their exposure to tax.

Most business owners agree that founding their company was the single most important financial decision they ever made. Developing a sound exit strategy is equally important.

Let us help you conduct the entire process with diligence, imagination and flair.


What’s Included in This FREE E-Book?

  • The Financial Landscape – Understanding what has changed.
  • The Perils of Procrastination – Preparing your business.
  • Recognize What You’ve Got – Developing a plan.
  • The Team & The Tools – Getting the right support.
  • Develop An Action Plan – Dynamic business succession and sale.
  • Maximize Value, Minimize Tax – Establishing your value.
  • Closing, Conclusion & Next Steps – Working with and for you.

So, What Are You Waiting For?

Simply provide us with some initial details using the form on this page to unlock this FREE e-book! Questions? Comments? Write to us – we'd love to hear from you!