Planning the Exit: Key Transitional Services for a Successful Business Transition

Transitioning out of a business or leadership role requires more than a signed agreement – it demands thoughtful planning to protect value, people, and operations. Join Jeff Allen, CPA, ABV, Principal, and Matt Latham, CPA, CEPA, Principal, as they explore key transactional services to consider when preparing for an exit, including: 

• Leadership continuity 
• Financial readiness 
• Risk management 
• Exit planning for owners and executives 

Register today and learn how to plan a smooth, successful transition for your business!

CPE credit available.

RSVP Here