Assemble Your Business Exit Planning Team

Key Takeaways

  • The “Silver Tsunami” is coming, with a huge demographic shift in business owners from Baby Boomers to other generations.
  • Even if business owners figured out everything about running their business on the fly, they should assemble a team for their business exit if they want the best results.
  • The right exit team can be like the missing puzzle piece toward a successful business exit.

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit.

 

Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisor Networks, LLC, or CWM, LLC.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual.

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