HOW TO SELL YOUR BUSINESS WHEN YOU WANT
AND FOR THE MONEY YOU NEED
EXIT PLANNING SERIES

So you are a successful business owner, used to controlling your own destiny; but for numerous potential reasons whether it is the desire to spend more quality time with the family,  a recent health event or changing business circumstances, the necessity to take less of a role in the day-to-day management of your business is increasingly important to you.

If you are having that internal conversation, we have some thoughts and ideas to share with you that can have a significant impact both personally and financially on your transition to the post-business ownership phase of your life.

Hi, I am C. Brian Conners, a CFP with over 30 years of wealth management experience, and over the next 30 minutes I am going to share with you some important facts, concepts and interview knowledgeable exit planning experts to help you make a successful business transition and avoid the pitfalls that may sabotage your retirement plan dream.

So, let’s begin with what is the big elephant in the room problem for business owners looking to exit their business:

What is the primary reason business owners have an unsuccessful business exit on their terms?

The primary reason business owners are unable to exit their business under their terms and amount they desire is because they failed to set transition goals early enough.

Click here to view the presentation – https://youtu.be/Sl5aKdXB49k

C, Brian Conners, MBA, CFP® is a Certified Financial Planner and Investment Advisor Representative with NPB Financial Group in Irvine, CA, member FINRA, MSRB and SIPC. . He is CA insurance licensed – #0661999. He can be contacted by email at bconners@npbfg.com  or by phone at 949-271-6433.

HOW TO SELL YOUR BUSINESS WHEN YOU WANT & FOR THE MONEY YOU NEED