Program Presentation:
Begin With the End in Mind – Professional Exit Planning
Presented by: Jon Augelli
“Begin with the end in mind” is a well-known business maxim, which owners often apply to their businesses but rarely apply to their careers. This oversight inevitably leads to substantial costs and headaches when owners finally do try to exit.
Exit planning is a complex, multidisciplinary process that is unique for each business and owner. Poor planning can end up costing owners thousands or even millions of dollars, whereas proper planning enables both the owner and their successors to achieve their goals and preserve the owner’s legacy.
This presentation will cover some of the key questions owners need to answer before starting their exit plans, and offer some tips on how to get started.
By the end of the presentation, participants should know:
1) The four different types of business exits
2) The three questions you must have answered before you start planning
3) The four key professional that make up an exit planning team
This session will focus specifically on small business owners and solopreneurs, although much of the material covered will apply to larger businesses as well.
Jon is an experienced Chief Financial Officer with a work history spanning multiple industries. He has leveraged his skills in business process improvement, financial analysis, and strategic planning to facilitate organization improvement throughout his career. He has a demonstrated history of successfully leading and managing large, complex projects.
May 13, 2021 8:00am - 10:00am
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Agenda
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8:00-8:30 - Open Zoom Networking
8:30-9:30 - Program Presentation
9:30-10:00 - Q&A and Open Discussion
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Program
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Begin With the End in Mind – Professional Exit Planning
Speaker | Jon Augelli
Jon is an experienced Chief Financial Officer who will share his knowledge about how to build your business so that someday you can exit successfully. If you’re interested in how to wind down your career with great financial success, you won’t want to miss this informational program.
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Madison Area Business Consultants strive to provide quality programs that enhance the knowledge and effectiveness of business professionals and consultants across all disciplines.
Please join us and experience engaging education and stimulating conversation to help you advance your consulting knowledge and develop stronger relationships with like-minded professionals.
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Program Logistics
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Who. For all B2B consultants craving collegiality, collaboration, and real conversation. Guests welcome!
What. Monthly program providing networking, relevant education, and personal and professional growth opportunities.
When. Thursday, May 13, 2021 • 8:00 AM–10:00 AM
Where. Zoom Meeting ID will be in your registration confirmation email
Cost. Free for Members & Guests
RSVP. Register Today!
Guests always welcome!
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Founded in 1987, we provide members opportunities for education, networking, and collaboration to aid in providing high-quality consulting services to clients.
