Succession Planning for Business Owners
At some point, an exit strategy is required and you don’t want to be caught unprepared.
Terry Staley, CPA, a MarksNelson Partner and Certified Exit Planner discusses:
- The importance of having a plan
- Objectives and considerations
- Growing transferable value
- Minimizing risk and taxes
- Exit paths
- Next steps
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You Will Hear From...
Terry Staley
Partner
Terry Staley is a Certified Exit Planner who works with business owners in the successful exit from their businesses. A successful exit plan includes meeting owner’s objectives including time until retirement, dollars needed in retirement and transferring ownership to a key employee group, family members, ESOP or a sale to a third party. Additionally, he assists business owners with:
- Tax planning and return preparation for closely held businesses and their owners
- Business consulting
- Financial statement preparation and analysis
- Mergers and acquisitions
- Budgeting/forecasting
- Controllership outsourcing services
- Cash flow management