Topic: Business Owner Succession Planning
Description: In most situations, the business owner’s company is their largest asset. However, oftentimes we as business owners work so much ‘in the business’ rather than working ‘on the business’. In this session, we will hear about some lessons learned, identify potential pitfalls, and highlight some tips for business owner transition readiness.
Presented by: Robert B Wellendorf II, AEP®, CAP®
Founder and Owner, Executive Wealth Strategies, Business Exit Planning