Join our holistic and comprehensive exit management team as we help you plan for an exit and begin building your strategy for the future.
When thinking about exit planning, many business owners become overly-focused on the monetary value they will get for selling their business. In addition, owners often have a “number” in mind for the sale that isn’t realistic, won’t support their needs in retirement, and doesn’t take into account the costs of selling the business — such as taxes and advisors fees.
Then there is the plan for the future, post-sale…what will you do? (hint: it’s not golf 5 days/week!)
The reality is that a successful exit strategy involves a multi-year process and looks at all aspects of your business and personal resources. Exit planning also involves preparing the business and your team for the transition. That preparation requires time, patience, and having the right people in place.
Where to start? We invite you to join our multi-part webinar series which is taking place over the next five months. There is even a summer reading and learning session you can enjoy while you’re on vacation this summer (and if you are saying “what vacation?” you REALLY need to join us)!
If you can’t make every session or are more focused on a particular aspect, please sign up anyway so that we can include you in our community to share resources and ideas.
Topics we will be covering in our 30 minute webinar sessions include:
To become part of this Exit Planning Mastermind Group, please RSVP to Carolk@OmegaWealthManagement.com
We look forward to connecting with you to build a real exit plan for the future!
Founder & President of Omega Wealth Management, LLC
Principal of ENNIS Legacy Partners