Exit Planning Strategies for Your Business
In this instructional presentation, Terri Munro, CFP®, Partner at Waverly Advisors, LLC, and Gina Miller, Partner at Bennett Thrasher, discuss key concepts for preparing a business exit strategy. Topics include business valuation, creating an exit plan, enhancing value, and exploring potential exit options. The video also covers the stages of maturity for businesses and the importance of thoughtful planning. Case studies are included for illustrative purposes only. This session is designed to provide insights and education for business owners considering an eventual transition.
Video recorded on Thursday, January 23, 2025.
Waverly Advisors, LLC is a nationwide wealth management company for high-net-worth individuals and their families, business owners, executives, and institutions. We take a holistic approach to wealth management, dealing with all aspects of a client’s wealth, including investments, taxes, estate planning, charitable trust services, corporate retirement plans, and more.
For more information about the topics discussed in this video or if you would like a portfolio review, contact a Waverly advisor today.