Busienss Exit Planning
Date and Time
Thursday Jun 1, 2017
10:45 AM - 12:00 PM EDT
6/1/2017 @ 10:45 AM
Location
Apex Chamber of Commerce
Fees/Admission
No charge for this event
?RSVP to ggross@WEALTHSTRATEGIES.LIFE
Contact Information
Gary B. Gross CFP®, CLU, ChFC 919-701-9050
315 S. Salem Street, Suite 300 A-1
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Description
Exit Planning Executive Briefing:
The single most critically important financial event of business owners lives- the transaction out of their business.
During the meeting we will briefly discuss options the business members will have to choose and the team it takes to implement such an exit plan. Advantages to planning for this event and the mistakes made when you do not plan ahead.
?Who should attend? Anyone who is thinking of exiting their business in the next ten years. CPAs and Attorneys that work with business owner.
Speakers : Board certifed business exit specialist and Family Buisness Consultant. Robbie Spivey ChFC, CLU, CWS, CExP, CITRMS, & Gary B. Gross CFP®, CLU, ChFC of Welathstrategies for Life LLC
?RSVP to ggross@wealthstrategies.life
or 919-451-6067? Gary
http://www.wealthstrategies.life/corporate-client