Description
This session is designed for closely held business owners who are considering selling within the next 1–5 years and want a clear, practical roadmap from “thinking about selling” to “money in my account and life after the deal.” Topics will include timelines, key players, valuation, deal structures, tax landmines & opportunities, your transition from a business owner to a wealth owner and potential retirement topics. Taught by local financial planner Peter Wolynski, CPA, CFP®.
