Join us as we have a conversation with two business owners & partners about their discovery process as they began their exit planning journey.  A strong discovery process sets the stage for business owners to move past their initial fears and limitations to progress around transitioning. The discovery process will reveal opportunities and gaps both personally and in the business that, if remediated, will add considerable market value and will provide options and clarity on how to proceed to a successful exit for all stakeholders.

• Overview of charitable planning vehicles
• Considerations when gifting business interests
• Tax benefits of gifting business interests

Learning Objectives:

• Understanding a business owner’s state of mind at the outset of their journey
• Understanding a Company’s value at the outset and how it compares to what owner’s think the value of the business is
• A strong discovery process brings into focus key value drivers and initiatives to prepare the owners for exit
• A strong discovery process can result in tactical improvements to day-to-day operations and profitability