10 Years (or Less!) to Retirement: Actionable Steps for a Successful Small Business Exit
In this workshop, Certified Exit Planning Advisors (CEPA® ) Steve Kreutzberg and Roger Dael will share a proven framework and practical steps to help you start preparing your business for a successful exit. You’ll also hear from Business Intermediary Elise Mariner, who will walk you through the transaction process and provide insights into the current marketplace for selling a business.
By the end of the session, you’ll have a clear understanding of what you can start doing today to position your business for a strong, profitable exit in the future. Whether your timeline is three years or ten, remember—exit planning is business planning NOW, and it’s never too early to begin.
Key Actionable Takeaways for Attendees:
Meet your presenters:
Please note: You can attend this session in person or virtually! Only for non-lunch registrants. Select your choice during registration
Choose Your Lunch! This month's lunch is provided by Cafe Amor1. Turkey Club Wrap: Turkey, Bacon, Avocado, Tomato, Lettuce, Chipotle Aioli2. Durango BLT-T Sandwich: Bacon, Lettuce, Turkey, Tomato, Mayonnaise on a Hoagie Sub3. Veggie Sunrise Sandwich: Peppers, Cucumbers, Carrots, Onions, Tomatoes, Avocado,Hummus, Salt, Pepper, Olive Oil, Prosecco Vinegar, Oregano, Microgreens, Arugula on Toasted Whole Grain4. Durango Cobb Salad: Romaine Lettuce, Microgreens, Boiled Eggs, Cherry Tomatoes, Avocados, Onions, Bacon, Turkey, Shredded Cheese, Ranch Dressing, CroutonsCan be made with gluten free bread or vegan cheese if needed
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