Continuity in Crisis: Preparing Your Business for the Unexpected

What You Will Experience:

·      Interactive Learning: Engage in a dynamic discussion that brings the stories of entrepreneurs to life, illustrating specific, common situations that all exit planners face and solutions that are relatable and understandable.

·      Hands-On Construction: Roll up your sleeves as we craft Management Succession Plans (MSPs) tailored for the sole owner, majority owner, and equal owners of closely held businesses that anticipate disability and death.

·      In-Depth Exploration: Unravel the importance of using a revocable trust to safeguard your clients’ business interests from ending up in court. Master the art of weaving your estate planning seamlessly with your business succession strategy.

·      Critical Decision Making: Tackle the big questions head-on. Who is the ideal candidate to steer your clients’ businesses in their absence? How will you help your clients orchestrate their management hierarchy? Discover how to harmonize your personal estate planning with your MSP for a fortified future.

Who Should Attend:

Exit planners and visionary leaders looking to secure the future of their clients’ businesses and legacies and ensure a seamless transition through meticulous planning and foresight.

Why You Should Attend:

·      Tailored Strategies: Extract valuable insights from Wayne Zell's acclaimed book and apply them to forge robust succession and continuity plans that address both personal and business spheres of your clients' lives.

·      Future-Proof Your Clients’ Legacy: Equip yourself with the knowledge and tools to ensure a smooth transition for your clients, safeguarding their business's legacy against the unpredictable.

·      Exclusive Access: Benefit from Wayne Zell's expertise, distilled from his award-winning book and 40+ years' experience in crafting succession plans that stand the test of time.

To learn more purchase Your Multimillion-Dollar Exit here.