Monetize Your Life’s Work
WEST PALM BEACH, FL 33401
Business owners, join us on October 27th, 2022 for an informational event on how to prepare for the next chapter. The most difficult part of selling a business is making the decision to sell. It can be driven by many factors, but once the decision is made, it is important to understand why you made the decision and how to plan accordingly. Doing the right things today can lead to a successful exit in the future. Our event guides business owners through the critical planning necessary to prepare for a sale.
RSVP online to save your spot or contact Taryn Mays
Christian D Searcy Jr.
CFP®, CPWA®, AIF®, MBA President
Melanie M Mcdonald
CFP®, CDFA® Vice President
We do realize that a public event may not be the appropriate setting. Please feel free to contact us at (561) 437-4770 for a personal discussion on the topic. Our event is for the business owner that has an enterprise value or revenue greater than $5 million.