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Drafting your Exit Plan Part 2: A Four Part Workshop Series

June 3 @ 9:30 am - 11:00 am

This part 2 of the exit planning series will offer you instructional lessons and workbooks for how to draft your written Exit Plan.


If your sale is more than 3 years away, Part 2 of the series; Drafting your written Exit Plan provides you with a template to dig deep into the action items that require your attention and an implementation plan to help you use your Exit Plan on a consistent go-forward basis. Learn how to build your advisor team and how to engage them with your exit plan along the way.

It is highly recommended you have attended the Introduction to Exit Planning Series; PART 1 prior to attending this series.

This series consists of 4 sessions:

June 3rd 9:30- 11:00am – Session 1
June 17th 9:30- 11:00am – Session 2
July 8th 9:30- 11:00am – Session 3
July 22nd 9:30- 11:00am – Session 4


June 3
9:30 am - 11:00 am