Personal and Financial Planning: Driving Your Best Financial Outcome

Most business owners focus on running and growing a successful business without focusing on one of the most important factors of maximizing the success and value of their business. 7 out of 10 business owners do not have a financial plan or exit strategy for their business. This very statistic often times places them and their loved ones at risk of losing everything they have worked so hard for. 

This session will focus on the key fundamentals of personal and financial planning for your success. Don’t risk everything you have built by not being prepared for the success of your business. Brett Dearing, CEPA, CM&AA Founder and Managing Partner of Business Owners Exchange (BXO) has worked with family owned and privately-held business for over 15 years helping them prepare for the transition of their business.

In this session you will learn

  • The lifeline to your success: Understand the importance of personal and financial planning.
  • What are the pitfalls that can ruin a growing business?
  • How the right business and financial planning can increase Enterprise Value while saving 15 – 25% in tax obligation at sale.

This registration fee for the CEO Summit is $269.