Do you know a Baby Boomer Business Owner?
Of course you do … we all do!! What Baby Boomer Business Owner do you know, and care enough about …. to invite them to this Workshop? One that introduces a Process that will insure they Maximize the value of the business when they Exit … and Minimize their tax exposure.
Boomers need 1-5 years to prepare properly for their Exit based on the type of Exit they plan to execute.
Close Down: 1 year
Sale to a third party: 2-3 years
Employee(s) Successor: 3-5 years
Family Transition: 3-5 years
Come to this Workshop and receive:
Copy of the Exit Map book ($28 value)
Take the 22-question Exit Map Assessment before attending
Receive the 12-page Summary Report on your Preparedness before attending
Schedule a 1-hour Complimentary Preparedness Coaching Session at the
Workshop ($495 value)
White Paper on the History of Boomers in Small Business and what that means to
Owners today in what will become a “buyers” market (emailed after registration)
Your Exit Map: Everything you need to start your Exit Planning Process.
Date: January 28, 11:30-1:00
$95 – includes all of the material above and Lunch. Free Parking
Location: Coaching Center of Orange County
1231 E. Dyer Road, Suite 215, Santa Ana, CA 92705
Contact: Jay McDowell – (949) 422-1167