SCORE Building an Exit Strategy: Preparing Your Business for What’s Next

Event description

Building a successful business can take decades. Yet for many owners, transitioning – whether through a sale, succession, or another exit strategy – can become one of the most complex financial and personal decisions they’ll ever make.

Whether your goal is to transition your business to family, sell to key employees, or explore opportunities with a strategic buyer or private equity, understanding your options early can help you make more informed decisions and better position your business for the future.

In this educational webinar, we’ll discuss the key considerations business owners should evaluate when developing an exit strategy, regardless of where they are in the process.

Topics include:

-Why exit planning should begin long before you’re ready to transition

-Common succession strategies, including family and management transitions

-Different sale options, including strategic buyers, private companies, and private equity

-Factors that can influence the value and marketability of your business

-Financial, tax, and estate planning considerations surrounding a business transition

-Building the right team of advisors to help navigate the process

-Common mistakes business owners can avoid before an eventual exit

Whether you’re planning to transition your business in the near future or simply want to better understand your options, this session will provide practical insights to help prepare for your next chapter.

Our Presenters, John Demers and Mike Horn

John: Over 20 years of experience have shaped John’s fervent belief in the power of data. His approach to portfolio management and advisory services is anchored in meticulous research, consistently earning him recognition as a “Forbes Best-in-State Wealth Advisor” from 2019 to 2024. In addition to his PIM Portfolio Manager designation, he maintains his CERTIFIED FINANCIAL PLANNER® certification, working closely with clients to help their investment plans reflect their personal goals. John serves on multiple Boards of Directors, including The Palm Coast-Flagler Regional Chamber of Commerce, as well as The Flagler County Education Foundation

Mike: Initially from New Jersey, Mike joined Integrative Wealth Management upon graduating from Clemson University with a degree in Financial Planning. As a CERTIFIED FINANCIAL PLANNER® professional, Mike advises individuals, families, business owners, and corporate executives, helping them navigate complex financial decisions with clarity and confidence. He is passionate about building meaningful relationships and takes great pride in providing personalized guidance tailored to each client’s unique goals. Mike is active member of several local organizations, including the Downtown Ormond Beach Rotary Club, Daytona Beach Quarterback Club, and the Ormond Beach Chamber of Commerce.