Navigating your Financial Future for Business Owners

When
June 17, 2021
Topic
Past Webinars

For business owners who are considering selling, actively selling or have already exited their businesses, there are many financial factors for which to plan. 

In this webinar, moderated by Micheal Burch , speakers Jeff Logan and Elliott Bourgeois will discuss some considerations for your financial planning in advance of, during, and after the sale of your business. 

We will cover:

  • Retirement income needs and legacy objectives
  • Investment strategies
  • Government programs and tax planning considerations

Selling a small business series

Part 1: Is the Business Ready to Sell?
Part 2: Implications of Selling your Business
Part 3: What is the M&A Process?

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