Date: April 15th 12 - 12:30 PM

It isn't easy to consider my retirement due to my concern for my customers and employees. It is my legacy, too. How do I know when the business is ready for me to retire? Our Investment Management Group (IMG) offers comprehensive, integrated planning through a personal approach designed to fully understand where you, the business owner, are now, where you want to go, and what you need to get there. During the second session of our four-part live 30-minute webinar series, we will review our integrated financial planning services that include: 

► The importance of CPA-prepared financial reporting and the need to track KPIs 

► Impact of dependency on the owner, a few customers, vendors, and key employees 

► Knowing how a third party views your business can help increase its value 

► Ways to mitigate the detractors of value 

► Knowing how all of the above bullet points impact your ability to retire with confidence   

► Next steps to developing a solid financial plan 

Unable to attend the live event? No problem! Register now to receive an email with the recording.