Preparing Your Business for Exit: Financial Planning & Consulting Strategies for Business Owners
Автор: Stansberry Asset Management
Загружено: 2026-02-19
Просмотров: 3
Описание:
In this webinar, Ryan Walker, CFP®, CEPA, at Stansberry Asset Management and Kim Chan, Partner at Premier Consulting Group, discuss financial planning and consulting strategies designed specifically for business owners.
The conversation explores how business value connects to personal wealth planning, the difference between lifestyle and transferable businesses, and how owner dependency can impact business valuation. Viewers will also learn about value acceleration methodology, the importance of process documentation, and practical consulting approaches that help strengthen operations while preparing a business for a future transition or sale.
This session is ideal for business owners seeking to improve operational efficiency, enhance enterprise value, and plan confidently for long-term financial and exit outcomes.
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