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Guiding the Exit: A Financial Advisor’s Role in Business Succession Conversations
Date:
Duration: 60 minutes
CE Eligible
Anthony Venette
Anthony Venette, CPA
Manager, Corporate Value Consulting Withum

Anthony works with business owners, families, and their advisors on valuation and related issues for trust and estate filings, shareholder transactions, and corporate planning. His focus is on delivering clear, well-supported, and defensible analyses that stand up to scrutiny from the IRS, a court, or a counterparty.
 

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As business owners approach retirement or consider stepping away from their companies, one of the most critical—and often overlooked—steps is having a clear, actionable transition plan. Financial advisors are uniquely positioned to be the first trusted professional a business owner turns to when contemplating this next chapter. In this webinar, Anthony Venette, CPA and Corporate Value expert, explores how financial advisors can confidently guide business owners through the early stages of business transition planning, even without being an expert in M&A or succession law. You’ll learn how to recognize key planning windows, spot risks and opportunities, and initiate value-added conversations around exit goals, timing, successor selection, and tax implications.

Key Takeaways:

  • The difference between exit planning and succession planning—and why both matter
  • Questions every advisor should ask to uncover a business owner’s transition timeline and goals
  • Common pitfalls that derail successful transitions and how to help clients avoid them
  • How to build a collaborative team of specialists to support the client’s transition