How to Plan for a Successful Business Exit

Planning for a successful business exit is one of the most important and often overlooked parts of building a business. Whether you’re years away from exiting or just beginning to think about what’s next, having a clear strategy in place can help you maximize value, protect your wealth, and transition on your own terms. This virtual workshop led by Chad Kihm will provide a practical overview of the exit planning process and the key decisions that shape both your financial and personal outcomes. You’ll walk away with: A clear understanding of what an exit plan is and why it matters Insight into the six-step exit planning process, including setting goals, evaluating readiness, and exploring your options An understanding of your “value gap” and how it impacts your exit An overview of valuation methods, M&A fees, and key financial considerations Guidance on buy/sell agreements and how to build the right advisory team About the Speaker Chad Kihm is a Private Wealth Advisor who works with ultra-high-net-worth, family-oriented business owners. He helps clients align their financial strategies with their personal values—enabling them to spend more time with family while protecting and preserving wealth for future generations. Instructions: This workshop is virtual and attendance is offered via Zoom. A Zoom link will be provided to registrants three days prior to the workshop and again on the morning of the session so you can join us online. Register Here: https://ucmsbdc.ecenterdirect.com/events/16841