Mastering the Exit: Advanced Strategies to Maximize Value and Reduce Taxes

A working session for business owners and their CPAs on maximizing value, minimizing taxes, and securing their legacy as they plan the next. As a trusted advisor—or a business owner approaching a sale or succession — join us for a candid conversation on the strategies that separate a good exit from a great one. Event Overview (scroll below for featured speakers, key topics, and a full agenda): • 11:30 AM: Arrival and Check-In • 11:45 AM: Welcome and Introductions • 12:00 PM: Presentations • 1:00 PM: Closing and Q&A Lunch will be provided. Seating is limited. RSVP Today! _________________________________________________________________________________________________ This event includes hosted third-party presentations. The views, opinions, and information presented by the guest speakers are solely those of the presenter as of the date of the publication, may change in response to changing circumstances and market conditions, and do not necessarily represent the views of Allworth Financial, LP.