Knowing if you can afford to sell, and when you are ready to take the leap is the most difficult decision for many business owners. In addition to building a comprehensive succession plan and ensuring your organizational structure will not leave you with a giant tax bill, it is important to address the other factors to ensure a happy and prosperous life after the close.  The ability to shift from an entrepreneurial mindset to a capital management position requires planning and with the right preparation and enough time to implement. There are a number of opportunities to maximize the money in your pocket and ensure your financial success long after the close. 

This session will look at real-world examples:  

• How to structure your company well in advance of a potential sale or recapitalization  
• Help you consider all of your business options to reap the benefits and avoid pitfalls  
• Tactics to avoid major post-sale surprises  
• Tips for shifting from an entrepreneur mindset 
• Wealth management tips and managing former business expenses post-transition