WEBINAR
When owners of a privately-held business plan to retire, they’re faced with several potential exit options to monetize their wealth, preserve their legacy, and ensure financial continuity for the next generation. Among these options is an Employee Stock Ownership Plan (ESOP), which can be an effective, win-win strategy for owners, employees, the community, and the company as a whole.
Presenters:
Lou Colella, CPA/PFS, CFP®, CEPATM
Scott Kalmanek, CPA,
Dan Zugell, CLU, ChFC, AEP
Host:
Run Time:
1:08:22
Navigating the process of exiting or transitioning your business requires careful planning, thoughtful strategies, and a clear understanding and preparation of the essential principles that drive a successful outcome. This webinar is designed specifically for business owners looking to secure their future and optimize their business value. Join JFS’ Business Growth and Transitions Team where we share insights into how business owners can assess their personal, financial, and business readiness to transition. Whether you’re building your business with an end in mind or looking to prepare for a successful exit, this information is for you.
As a business owner, you have worked tirelessly to build and grow your company. When it comes time to transition to your “next act”, you want to ensure you receive the highest possible value for your life’s work. Join JFS’ Business Growth and Transitions Team for this informative webinar, where we will share insights and explore the benefits of maximizing the value of your business before a sale or transition and the factors that contribute to your overall business value.
With offices across Pennsylvania, Ohio, Georgia, and Florida and clients in over 40 states, JFS Wealth Advisors can work with you one-on-one, virtually or in person, no matter where you live.
