Exit Planning Executive Briefing Part 1: What is Exit Planning?

October 25, 2017


Did you know that of 79% of business owners in the U.S. want to plan their exit in the next 10 years? However, only 15% of those owners have consulted an exit planning advisor about their intentions.

This webinar will discuss the goals of an exit plan to ensure that the business owner receives the maximum value of their life’s work, while minimizing the potential tax burden and keeping the business owner in control of the entire process.


  • Michael DeSiato, CPA, CExP, CFP® | Partner, Tax Services | Cherry Bekaert LLP
  • Marc I. Solomon, JD | Partner, Corporate Law | Weiss Serota Helfman Cole & Bierman, P.L