Tips for Overcoming the Struggles and Concerns Facing Business Owners
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SRQ DAILY WEDNESDAY PHILANTHROPY EDITION
WEDNESDAY MAY 4, 2022 |
Please check your calendars and join Mariner Wealth Advisors’ panel discussion highlighting the challenges business owners face and solutions to negotiate, determine, build, and monetize the value of your company.
Business Owners’ Questions Answered: How Much is Your Company Worth?
Wednesday, May 18th | 12 pm EDT
At Mariner Wealth Advisors, our goal is simple. We want to support you so you're better able to serve your clients. And, we offer a suite of resources to do just that. Our business succession planning webinar will cover the following topics:
•Learn how your company can be positioned to sell or transition to the next generation in a tax-efficient manner
•The various options for how to transfer ownership of a business – and the importance of picking the right one
•What the ideal timeline looks like for a transition, including pre-sale planning
•Considerations from a business owner’s personal wealth plan as it relates to a business sale
•Valuation considerations and differences
Please RSVP now for this online program with Managing Director & Senior Wealth Advisor Paul Cantor, CFA, CFP®, AIF® and Vice President, Estate Planning Consultant Scott Luhnau.
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