Effective Strategies to Exit Your Business


How do you plan on exiting your business?

Succession Planning can mean different things for you and for your peers. While it can be done internally within the team or sold externally to an industry peer, it requires a different timeline, planning, and strategy.

Whether you plan to slow down and retire now or in the next 5-10 years, this session will discuss:

  • The Levered Buy-In and Shared Growth Model (SRG's award-winning solution), the two most effective strategies for internal succession
  • The most popular exit strategy for external sale
  • The four most common succession pitfalls every advisor should avoid

Join us to learn more and start your succession plan now!