About this Event
As a business owner, you’ve worked hard to grow your business—but have you planned for what comes next?
Whether you’re considering selling, succession planning, or transitioning into retirement, a well-designed exit strategy is crucial for protecting your hard work and financial future.
Join CPA Evan Marshall and Financial Advisor Mike Schudel—both CEPA-certified professionals—for a focused, high-value session created exclusively for business owners.
You’ll learn:
Tax-smart strategies to prepare for a business sale or ownership transition
How to enhance business value before exiting
Ways to align your business exit with long-term personal financial goals
Common mistakes to avoid—and how to take a proactive approach to planning
Take the time to plan now so that you can exit on your terms later.
Please note: This workshop is intended for current business owners, as the content focuses on ownership transition, exit strategies, and business tax planning. so that
Event Venue & Nearby Stays
13815 FNB Pkwy suite 400, 13815 FNB Parkway, Omaha, United States
USD 0.00
