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Business Exit and Succession Planning! Fail to Plan, Plan to Fail!

Join us as we welcome Chamber members Shawn O’Keefe of Summit Wealth Strategies, LLC and Bob Liebhauser of ActionCOACH as they discuss planning to leave your business. 


The most successful business exits are those that meet three of a business owners’ primary objectives:

  1. Leaving the company on the desired date an owner chooses;
  2. Leaving the company to the successor that the owner chooses;
  3. Leaving the company with the amount of cash desired to secure a comfortable post-business life.

In a recent business owner survey, 79% of business owners plan to exit their businesses in the next 10 years.  100% of business owners will leave their business whether planned or unplanned!


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