Planning for a successful business exit is one of the most important and often overlooked parts of building a business. Whether youâre years away from exiting or just beginning to think about whatâs next, having a clear strategy in place can help you maximize value, protect your wealth, and transition on your own terms.
This virtual workshop led by Chad Kihm will provide a practical overview of the exit planning process and the key decisions that shape both your financial and personal outcomes.
Youâll walk away with:
- A clear understanding of what an exit plan is and why it matters
- Insight into the six-step exit planning process, including setting goals, evaluating readiness, and exploring your options
- An understanding of your âvalue gapâ and how it impacts your exit
- An overview of valuation methods, M&A fees, and key financial considerations
- Guidance on buy/sell agreements and how to build the right advisory team
About the Speaker
Chad Kihm is a Private Wealth Advisor who works with ultra-high-net-worth, family-oriented business owners. He helps clients align their financial strategies with their personal valuesâenabling them to spend more time with family while protecting and preserving wealth for future generations.
This workshop is virtual and attendance is offered via Zoom.
A Zoom link will be provided to registrants three days prior to the workshop and again on the morning of the session so you can join us online.Â
Register Here: https://ucmsbdc.ecenterdirect.com/events/16841