Get a 360-degree view on business transition and plan for potential transactions

360-degree view business transition and pre-transaction planning

As a business owner, do you have an exit strategy? Are you going to sell your business … or die at your desk?

Whether it’s now or in 5-7 years — or beyond — as an entrepreneur, there are only four ways to leave your business: sell, close, transition it, or through death.

You have built your business with grit, sweat and tears. And the decision how to transition your life’s work is both a financial and emotional one … because, some day, it will happen, one way or another.

Being a business owner means being prepared; having knowledge so you can use it when you need it.

Get that knowledge at an interactive online event run by the Green Jade Group, Morgan Stanley, in partnership with ROI-NJ.

Panelists include:

  • Lori Rabinowitz, financial planner/wealth manager from the Green Jade Group, Morgan Stanley, discussing emotional and financial considerations;
  • Marilyn Garcia, transaction advisory partner from Citrin Cooperman, discussing preparation for the sale of your business in these uncertain times;
  • Jean Oursler, business coach from Caveman Brain Business Growth System, discussing scaling your business to prepare for a sale;
  • Kenneth Johnson, executive director from Morgan Stanley, discussing how to get your “ducks in a row” to potentially mitigate taxes and leave a family legacy — from a legal side.

Our 1.5-hour event runs from 9-10:30 a.m. Thursday, June 13.

Register here.

This interactive session will provide you with key strategies, emotional considerations, pitfalls to avoid and how to maximize value. That way, when the knock comes at the door, or it’s just the right time … you are prepared to capitalize on one of your most valuable assets: your business.