Selling or transitioning your business can be overwhelming and complicated. Most business owners are not sure where to begin when considering the sale of their own company. What are the questions they should be asking when they get started? Who should they turn to when they do have questions?
In this workshop, John Wheeler, a business transition planning consultant with Castle Wealth Advisors, will help provide an outline of ideas, suggestions, and planning tips for members who are considering the sale of their own companies. John will go through six critical areas of concern that all business owners should concentrate on when they are beginning to work on their succession and retirement plans. The workshop will not only address where and how to begin, but will also talk about ways to prepare for the transition.