Every Business Needs a Succession Plan

Whenever you start a new adventure whether it’s running a race, preparing a meal, or adding a new room to your home, experts say it is better to envision the end result and work backwards.

Starting a new business is no different! As a small business owner, you should be planning your exit strategy in the early stages of your company. Whether you plan to sell it, leave it as a legacy, liquidate it, or something else – HAVING A PLAN IS IMPORTANT TO HELP ACHIEVE YOUR GOAL!

Certainly, the plan may change over time. But having a plan for the future will help guide the strategic business decisions you make today.

If you are in business without a succession plan, this workshop is for you.

Speaker:  Matthew A. Grieb, CFP® is a Financial Advisor with Raymond James who advises business owners in all aspects of their financial lives as their financial quarterback.  Matthew and his partner focus their practice on advising business owners on how to maximize their personal wealth before and after they transition into the monetization of their business ownership.