About this Event
Build value today. Protect what comes next.
One elevated day connecting business exit strategy with post-exit wealth planning; so you can strengthen enterprise value, protect what you built and prepare for what comes next.
SHOULD YOU ATTEND?
This symposium is designed for business owners, entrepreneurs, family-business leaders and their advisors who want to build a more transferable company, prepare for a successful exit and turn business wealth into lasting financial security.
Visit https://www.exitrichretirerich.com/.
PRESENTED BY:
SEILER TUCKER INC. - EXIT RICH AUTHORITIES
BURNS ESTATE PLANNING & WEALTH ADVISORS - YOUR RETIREMENT DREAM TEAM
WHAT YOU WILL LEARN:
BUSINESS GROWTH & TRANSFERABILITY
Build a stronger, more transferable company using practical frameworks that reveal growth drivers, risks and value gaps.
- Apply the ST GPS Exit Model and ST 6P Method
- Reduce owner dependence and strengthen operations
- Create buyer confidence and conditions for competitive interest
VALUATION, M&A & DEAL READINESS
Learn how sophisticated buyers evaluate a company and how preparation can improve price, terms and transaction certainty.
- Understand what your business is actually worth
- Prepare for diligence before a buyer asks
- Protect what you walk away with - not only the sale price
INTELLECTUAL PROPERTY & AI
Identify, protect and strategically use the intangible assets and technology that can strengthen competitive advantage and enterprise value.
- Protect brands, content, processes and proprietary assets
- Recognize IP risks before a transaction
- Use AI and software integration to improve scalability
TAX MITIGATION & TRANSACTION PLANNING
Tax strategy affects what an owner ultimately keeps. Explore how timing, structure and advance planning can reduce avoidable obligations.
- Coordinate tax planning before the letter of intent
- Consider business and personal implications together
- Build an intentional plan instead of reacting after closing
INVESTMENT & RETIREMENT STRATEGY
Convert a concentrated operating asset into a thoughtful plan for income, investments, liquidity and long-term financial confidence.
- Align sale proceeds with retirement income needs
- Balance growth, risk and liquidity
- Coordinate advisors around one owner-centered plan
LEGACY, ESTATE & TRANSITION
Prepare for the personal, family and legal decisions that follow a transaction so wealth and values can endure across generations.
- Plan before a crisis or catastrophic event occurs
- Clarify family, estate and charitable priorities
- Create a deliberate transition into the next chapter
Event venue & nearby stays
The Cannery, 3803 Toulouse Street, New Orleans, United States
Concerts, fests, parties, meetups — all the happenings, one place.