Join Zac Ritchey, a Private Wealth advisor, and partner, and Andy Harris, a recognized leader in mergers and acquisitions, for the conclusion of their in-depth dialogue on pivotal strategies for entrepreneurs eyeing a business sale or transition.
This session completes the foundational insights from Part 1, shifting the conversation from business-focused strategies to personal wealth planning strategies. Ritchey and Harris delve into advanced estate and wealth planning techniques, offering a roadmap for seamlessly navigating your financial situation today and after the sale of your business.
Don’t miss this opportunity to learn from these experienced leaders and lay the groundwork for a successful and rewarding transition.
You Will Learn:
- Essential first steps and a realistic timeline for orchestrating an extraordinary business exit, maximizing your financial and personal rewards.
- How to avoid the risks and pitfalls associated with a rushed liquidation, ensuring a smooth transition that protects your business’s legacy and hard-earned reputation.
- The value of expert-led wealth planning in bridging the gap from your current financial status to your prosperous post-sale future, empowering you with tailored strategies for long-term financial security.
- The importance of assembling a team of seasoned advisors and why delegating the role of point person to a trusted expert can lead to more effective decision-making and a more profitable business transition.
Event Hosts
Andy Harris, STS Capital Partners
President, North American Strategies
Zac Ritchey, CFP®, Private Wealth Asset Management
Partner/Managing Director
