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Lunch n’ Learn: Succession & Exit Planning for Privately Held Businesses (Durham In-Person)
May 23 @ 12:00 pm - 1:00 pmFree
If you have given any thought to exiting your privately-held company in the next ten years, there is no better time to start than today.
DMJ’s Managing Partner, Mike Gillis, CPA, will help owners and company leaders explore all strategic options including succession planning and sales strategies. This session will identify issues to consider and provide key takeaways for what you should do now and how to better prepare yourself and your company. The discussion will also focus on how a well-designed exit plan enables business owners to:
- control the process and timing of their business exit
- achieve their personal financial goals
- maximize their company’s value
- facilitate their retirement
- explore all available options for their exit
- promote long-term growth and survival of their business
- minimize taxes on the transfer or sale of their business
To attend this session, please register here with your preference to join us in-person at our Greensboro office or via webinar.
Joining us online? You will receive webinar login information at least 12 hours before the event via the email you provide at registration. The webinar will begin at approximately 12:10 PM.
DMJ & Co., PLLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
*This seminar is eligible for 1.0 credit hour of CPE.