July 18th, 202411:30 a.m. Central

July 18th, 2024 | 11:30 a.m. Central

Virtual

Register Now

Maximizing Your Business Succession Plan: Profit to Valuation to Wealth

If you’re thinking about selling your company or are preparing for retirement, you’re not alone. More than 50% of privately-owned businesses are expected to change hands over the next decade. But entrepreneurs in this situation need to have a plan to optimize the value of their life’s work.

Buckingham Business Solutions™ is designed to help you do just that.

In this session, our team shares how our extensive offerings can position you for success. They explore how to:

  • Understand the value of your company
  • Enhance the worth of your business
  • Create a succession or exit plan that meets your unique goals and situation

Register Now

Featured Speakers

  • Charles Laverty, Jr.

    Director, Business Solutions

    Learn more about Charles

    Chuck works in tandem with the firm’s advisory teams to help business owner clients understand and enhance the value of their companies. He also consults with clients to help them design a plan for properly transitioning from their business, based on their specific financial life goals and when the time is right.

  • Patrick J. Walsh, CFP®

    Wealth Advisor

    Learn more about Patrick

    Clients can count on Pat to provide clarity, confidence and being a catalyst to get things done. His straightforward approach, coupled with a data-driven planning process and investment philosophy, allows him to coach clients through good and bad markets to make sure they have actionable strategies to reach their goals.

Other Upcoming Events

  • July 16th, 2024 | 1:00 p.m. Central

    Virtual

    Connects Quarterly Webinar: Q3 2024

    Join our panel of industry thought leaders who will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Find out what it all means for your financial plan.

  • July 30th, 2024 | 11:30 a.m. Central

    Virtual

    Planning Through Divorce: 5 Considerations to Safeguard Your Future

    Going through a divorce brings what feels like a million financial decisions to make. What should you focus on when navigating your options?