Exiting Your Business - Protecting Your Wealth
Bay Area Builders Exchange presents EXITING YOUR BUSINESS PROTECTING YOUR WEALTH Guiding Business Owners Through the Process of Exit Planning THURSDAY, FEBRUARY 19th 8AM - 10AM 3055 Alvarado St San Leandro, CA 94577 Exiting your company is often your most significant financial event. Exiting Your Business, Protecting Your Wealth is for owners who want to understand their options and optimize their results. You’ll learn about your Value Gap, the different Exit Routes, and how to work to Protect Wealth in the process. Whether you want out today, or years from now; whether you plan to sell, or want to hand it to family – this planning process could be key. Please RSVP to Jenn Rogers at 925.866.7800 or [email protected] Each attendee will receive a free copy of “Exiting Your Business, Protecting Your Wealth” and have the opportunity to take the BERI Survey (Business Exit Readiness Index) Separate from the financial plan and a Summit advisors' role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them. Summit Financial Group LLC 2000 Crow Canyon Place Suite 450 San Ramon CA 94583 Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Summit Financial Group LLC is independently owned and operated. TR#950605 DOFU 06/2014
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