How To Make Your Business Part of Your Retirement

How To Make Your Business Part of Your Retirement

Recommended Prerequisite:  ‘Retirement Planning Concepts’

  • Determine your personal and professional long-term goals and objectives.
  • Determine your financial requirements and approaches for achieving them.
  • Identify, develop, and retain your management team.
  • Establish Operational Systems.
  • Implement a HR Program.
  • Determine who may buy your business.

Funding your own buyout is the primary option for a small family held business.  Efficient use of debt must be considered.   An unfunded liability can impact the ability to sell a business.  Be mindful of the future: family owned businesses, will they last?  Prepare your personal estate plan to maximize retirement income and minimize unintended adverse life event and unnecessary taxes.

Speaker:  Brian Noe
MW Financial Group, LTD

Date(s) - Friday, 03/07/2014
10:30 am - 12:00 pm

Salt Palace Convention Center, Room 250DE


  • Elective
  • Young Guns

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