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The SCORE webinar Buy Sell Planning: Transferring Your Business Ownership by Keith Conley will take place Tuesday, February 21, from 5 p.m. to 6 p.m.
Many successful business owners do not prepare for the day that they will leave their business. This results in them not receiving adequate compensation for the business that they have built. But it doesn’t have to be this way. A buy-sell agreement can ensure that owners receive adequate compensation on the date they leave the business. A buy-sell agreement guarantees a buyer who will pay you a fair market value for their share of the business. In this seminar, we will discuss how life insurance is the most cost-effective way to ensure that ownership interests are transferred.
Successful businesses with multiple partners and family-owned businesses will benefit the most from this seminar.
Presented by Keith Conley
Keith Conley, CERTIFIED FINANCIAL PLANNER™ operates in Orange County, CA. He specializes in financial planning for businesses with 10+ employees and business owners by providing advice on investments, retirement plans, and business succession and continuity planning. Keith’s success is attributed to his client centric approach and working with his client’s other advisors which increases client success (tax pros, attorneys, etc.).
To register for this event, click here.