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DTSTART:20230511T170000Z
DTEND:20230511T180000Z
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SUMMARY:Inspired Perspectives | Strategies to Exit Your Business and Retire
DESCRIPTION:You've spent your whole life building your business. Thinking about the succession and transition of your business is difficult\, but important. There are several things to consider when transitioning your business\, including management\, ownership\, entity structuring\, and whether or not you're ready. All these factors play a key role in succession planning for a business.\n\nIn this session\, we'll talk about the value of having a succession plan long before you must implement it\, discuss the process and what you can do to prepare and operate with the end in mind.\n\nLearning Objectives:\n\n\n Theorize the top considerations during succession planning.\n Explore options to sell to strategic buyers or private equity groups.\n Identify what you should be doing now to ensure future success.\n\n\nPresenters:\n\nKenny DuPre\, CFP\, CFC\, Financial Advisor | Eide Bailly Financial Services\, LLC\n\nKenny strives to provide expertise in financial planning and investment management. He helps to make financial complexities appear simple and understandable through education.\n\nErica Bjerrum\, CPA\, ABV\, Senior Manager | Eide Bailly\n\nErica has been with the firm since 2010. She specializes in performing business valuation services for estate and gift tax purposes\, litigation\, and transacting businesses. Erica performs financial projections and forecasts and strategic planning for a variety of clients and industries.\nKristin Taffe\, CPA\, ABV\, Business Valuation Senior Manager | Eide Bailly\n\nKristin has been with Eide Bailly since 2008\, primarily in the business valuation space. In this role\, she performs valuations for compliance and transaction purposes\, specializing in valuations in the healthcare industry. Kristin also performs consulting services for small business\, including transaction consulting and the development of financial models\, feasibility studies\, and sensitivity analysis modeling. Kristin loves the process of helping clients into the next stage of life. Whether it is transitioning wealth to the next generation\, advising in a sale or helping clients put strategic ideas into numbers\, she appreciates the opportunity to work with clients during periods of change.\n\n \n\nCPE Information\n\nCPE Credit: 1\n\nField of Study: Business Management and Organization\n\nLevel of Knowledge: Overview\n\nDelivery Method: Group-Internet Based\n\n\n\nAdditional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies\, please contact Amy DeGeorge.
X-ALT-DESC;FMTTYPE=text/html:You&rsquo\;ve spent your whole life building your business. Thinking about the succession and transition of your business is difficult\, but important. There are several things to consider when transitioning your business\, including management\, ownership\, entity structuring\, and whether or not you&rsquo\;re ready. All these factors play a key role in succession planning for a business.
\n\nIn this session\, we&rsquo\;ll talk about the value of having a succession plan long before you must implement it\, discuss the process and what you can do to prepare and operate with the end in mind.
\n\nLearning Objectives:
\n\n\n - Theorize the top considerations during succession planning.
\n - Explore options to sell to strategic buyers or private equity groups.
\n - Identify what you should be doing now to ensure future success.
\n
\n\nPresenters:
\n\nKenny DuPre\, CFP\, CFC\, Financial Advisor | Eide Bailly Financial Services\, LLC
\nKenny strives to provide expertise in financial planning and investment management. He helps to make financial complexities appear simple and understandable through education.
\n\nErica Bjerrum\, CPA\, ABV\, Senior Manager | Eide Bailly
\nErica has been with the firm since 2010. She specializes in performing business valuation services for estate and gift tax purposes\, litigation\, and transacting businesses. Erica performs financial projections and forecasts and strategic planning for a variety of clients and industries.
\nKristin Taffe\, CPA\, ABV\, Business Valuation Senior Manager | Eide Bailly
\nKristin has been with Eide Bailly since 2008\, primarily in the business valuation space. In this role\, she performs valuations for compliance and transaction purposes\, specializing in valuations in the healthcare industry. Kristin also performs consulting services for small business\, including transaction consulting and the development of financial models\, feasibility studies\, and sensitivity analysis modeling. Kristin loves the process of helping clients into the next stage of life. Whether it is transitioning wealth to the next generation\, advising in a sale or helping clients put strategic ideas into numbers\, she appreciates the opportunity to work with clients during periods of change.\n\n \;
\n\nCPE Information
\nCPE Credit: \;1
\nField of Study: \;Business Management and Organization
\nLevel of Knowledge: \;Overview
\nDelivery Method: \;Group-Internet Based
\n
\nAdditional Information: \;This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies\, please contact \;Amy DeGeorge.
\n
LOCATION:Online
UID:e.1803.5810
SEQUENCE:3
DTSTAMP:20260425T113022Z
URL:https://business.bismarckmandan.com/events/details/inspired-perspectives-strategies-to-exit-your-business-and-retire-05-11-2023-5810
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