Proactive Tax & Exit Planning

As a business owner, you’ve worked hard to grow your business, but have you planned for what comes next?

Whether you’re considering selling, planning for succession, or transitioning into retirement, a well-designed exit strategy is crucial for protecting your hard work and financial future.

Join CPA Evan Marshall and Financial Advisor Mike Schudel both CEPA certified professionals for a focused, high-value session created exclusively for business owners.

You’ll learn:

Tax-smart strategies to prepare for a business sale or ownership transition

How to enhance business value before exiting

Ways to align your business exit with long-term personal financial goals

Common mistakes to avoid and how to take a proactive approach to planning

Take the time to plan now so that you can exit on your terms later.

Please note: This workshop is intended for current business owners, as the content focuses on ownership transition, exit strategies, and business tax planning. so that