Small Business Exit Strategies Workshop

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Name: Small Business Exit Strategies Workshop
Date: May 16, 2024
Time: 9:30 AM - 3:00 PM EDT
Registration: Sorry, public registration for this event has been closed.
Event Description:

Business Exit Planning 

 The purpose of these three sessions is to give focus and direction to business owners who are considering paths of exit from their business and a focus for the future.  Each session will be 90 minutes and will include a short break for Q&A. 

 Session #1 Introduction of Business Exit Planning- Readiness defined by a NUMBER & Legal Preparation 

Answers the question, “Is my business ready to sell?”  

Answers the question, “What are the legal issues to manage tax today and in the estate?  

Answers the question, How do I know if my NUMBER is larger than what I think? 

Session #2 What is My Business Valuation- GAP Analysis 

Answers the question, “Will I have enough to live comfortably for the rest of my life?” 

Answers the question, “Will I need more from the sale of my business to maintain my lifestyle?” 

Answers the question, “How does my NUMBER and the GAP after valuation matter?” 

Session #3 Preparation, Protection, and Estate tax 

Answers the question, “How do I reduce the single largest cost in the sale of a business?” 

Answers the question, “How do I preserve what I have now and for my legacy in the future?” 

Presenters are JCCC members and local professionals who have worked in this area of Johns Creek, Alpharetta and north Fulton for decades. 

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Ronald Jones, CEPA®, CKA®,AAMS 

Certified Exit Planning Advisor 

CKM Wealth – A private wealth advisory practice of Ameriprise Financial Services, LLC 

404.459.9161 

 

 

 

 Jonathan Sparks 

Founder 

Sparks Law 

470.268.5234 

 

 

 

Richard MacKelfresh 

Managing Director  

Shoebox Tax Prep 

404.996.2421 

  

 

Holly Geerdes 

 Founding Attorney 

Estate Law Center USA 

770-212-2181