Turn business transitions into your biggest opportunity
Most owners have 80% of their wealth tied up in their business, yet many lack a formal transition plan, even as they prepare to exit within the next decade.
This session reveals how to become indispensable before the liquidity event occurs. Learn proven exit planning methodology to position yourself at the center of the conversation, while uncovering tax-advantaged real estate strategies to maximize client outcomes.
What you'll learn:
Understand the opportunity, the market size, and the challenges business owners face.
Learn the financial professional’s role in the exit planning process and gain strategies to start meaningful conversations and stand out in this space.
Explore tax-efficient strategies
You’ll gain clarity on how to assist business owners in successfully exiting their businesses, identify the optimal timing to maximize the value of both the business and its real estate, and learn strategies to position yourself as a key advisor in these critical conversations.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
