July Lunch and Learn - Taking Your Company From Successful to Significant

Taking Your Company From Successful to Significant

Presented by

Christopher A Wysong CFP®, CEPA®

https://www.ameripriseadvisors.com/Christopher.Wysong/

70%-80% of business transitions are unsuccessful. Imagine that you were hoping to sell your business in 5 years to fund the retirement you’ve dreamed of. But when you have a business valuation done, you find out that due to multiple reasons (owner concentration, customer concentration, operational inefficiencies and lack of documentation, etc.) your business, that you have worked so hard to build into a successful company, has very little value and is unlikely to sell at, or even close to, the number you were planning on. Find out how you can take your company from successful to significant by engaging in strategic exit planning today.

Key Takeaways