Broker Check
22 May
Simple Steps to Exiting Your Business


Wernick Financial Services [email protected]


Bruce Wernick


This three-part Zoom workshops is designed specifically for Business educate them on how to begin the process of setting up an exit strategy - both voluntary and involuntary. Each week we will spend an hour or so focusing on one of the key three areas you need to know when planning for an exit of the business:

Part 1 May 15  Replay of Succession Planning
Part 2 May 22 Replay of Retirement Planning
Part 3 May 29 Replay of Estate Planning.
Each week at Noon ET, we’ll spend time touching on the common thread of the key role business a valuation plays in all aspects of exit planning. I will also share with everyone various case studies to real life examples to the topics discussed. Everyone involved in your business or planning to be involved in your business should attend.

Business owners of all shapes sizes and their Advisers, Attorney’s & CPAs should plan to attend this.

Date and Time

May 22 - May 29, 2019

12:00p - 12:00p EST


Event Registration

Thank you!

Error processing your request. Please try again at a later time.