From Success to Significance Workshop

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! Join us for this informative session to find out how you can take your company from successful to significant by engaging in strategic exit planning. 

Agenda:
8:00am – Registration and continental breakfast
8:30am – Introductions & why we are here – Jim DeGaetano, CPA, CFP®, MBA, CEPA – CEO – Diamond Wealth Advisors
9:00am – ‘Taking Your Company from Success to Significant’ – John Zembron, CIMA®, CAIA, CETF®, CEPA - Business Consultant, John Hancock
9:30am – ‘How to get top value for your business’ – Justin Staub, CBI, CEPA – President, JS Business Solutions LLC
10:00am – ‘Planning the Exit Lane: Legal insights for a successful business transition’ – Mark Hipp, JD – Managing Partner, Sigma Legal Advisors
10:30am – ‘Maximize Value, Minimize Taxes:  A CPA’s playbook for business exits’ – Bill Oyster, CPA -  Member at SEK, CPAs
11:00am – End