Date & Time: Saturday, October 10, 2026 at 11:00 AM
Location: Mesa Convention Center, 263 N Center St, Mesa, AZ 85201
If you own a business, your exit strategy is one of the most important financial decisions you will make. This seminar provides an overview of the key considerations and options available to business owners planning a transition.
Topics We Will Cover
- **Business Valuation Fundamentals**: Understanding what drives value and how buyers see your business
- **Succession Pathways**: Family transfer, employee buyout (ESOP and management buyout), third-party sale, and gradual transitions
- **Tax and Legal Structures**: Structuring the sale or transfer to minimize taxes and protect your interests
- **Preparing Your Business for Sale**: Building systems, documentation, and management depth to maximize transferability
- **Financial Independence**: Ensuring the proceeds or ongoing income will support your retirement goals
- **Timeline and Process**: Understanding how long exit planning takes and the steps involved
Who Should Attend
This seminar is designed for business owners who are 5-15 years from a planned exit, or who want to understand their options. It is educational only and not a substitute for legal, tax, or financial advice tailored to your situation.
Format
This is a 3-hour seminar with expert presentations, case study discussions, and Q&A. Lunch will be provided.
Registration
Seating is limited to 40 attendees. Please register by October 3.
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**Note:** This is an educational event only. No specific legal, tax, or investment advice will be provided. Attendees are encouraged to consult their own qualified advisors.