“Start Your Exit Plan – Now”

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If you are thinking of selling or retiring from your business, this seminar is for you!

Only you can know when it is time to take a step back from your business and whether that is in the next 1-3 years or more than 10 years out, there are things you can do NOW to prepare. Join Gary Pittsford, President and CEO of Castle Wealth Services as he discusses where to start and how to create a plan.

Topics Include

  • Example families going through the succession/exit planning process.
  • The race to retirement is picking up speed.
  • Business valuations.
  • Who will take over?
    • Family
    • Key Employee
    • Outsider
  • Retirement income – what’s your number?
  • Documents to protect the business and family.
  • How long does the sale take?
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