Webinar: 10 Principles for Readying Your Business for Exit or Transition

September 5, 2023

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. That’s why we’re excited to have you attend this event that 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.

We cover:

  • Assessing Your Transition Readiness
  • How Readiness Correlates to Value
  • The Differences Between Readiness and Selling
  • 10 Principles That You Can Act on Today

Gain invaluable insights that will help you steer your business toward long-term growth, profitability, and overall success.

Listen to Audio-Only Replay


Lou Colella, CPA/PFS, CFP®, CEPA™

Partner | Managing Director, Business Growth & Transitions Team | Wealth Advisor


Sean Gibbon, CPA/PFS, CFP®, CEPA™

Wealth Advisor | Business Growth & Transitions Team