Business Transition Planning 101 - 2020

The Truth About Business Transition Planning 

Sooner or later, everyone leaves their business -- either horizontally or vertically. Achieving a smooth vertical exit requires education, counseling, creation of a professional team, funding and maintenance -- just like any other estate plan. And when an owner retires, becomes disabled, or dies, there can be significant issues with maintaining value for the benefit of the family and for other owners.
In Business Transition Planning 101, business owners learn to think of their business as an asset, not just a job, and to lay the foundation for a successful business transition. The class identifies some of the overlooked problems, and introduces a system to avoid those problems.

The class is held in Suite 2-400 at 275 Grove Street., Auburndale, MA.  It generally lasts about 1 ½ to 2 hours, depending on the level of interaction, and the number of questions. This workshop is led by Bill Coyne.

To inquire about the availability of late registrations or if these dates and times do not work for you, call 617-624-3350. We will be happy to accommodate you on another day.