Business Owner Exit Planning: Start with the End in Mind

In person and Virtual options | Free Registration | No Membership required

This session will highlight the importance of taking a proactive and intentional approach to succession and exit planning. It will cover key steps business owners can begin implementing now to help ensure a smooth and successful transition on their own terms.

Who It's For

• Business owners who are planning to retire

• Business owners who are considering selling or exiting their business

• Senior business owners preparing for the next stage of life

• Family-owned businesses looking to pass operations to the next generation

• Owners who want to create a transition plan while they are still actively operating the business

Why Attend?

Whether you plan to sell your business, pass it on to family or employees, or simply prepare for future opportunities, having a succession and exit strategy is critical. This session will help you understand how planning ahead can protect the value of your business, reduce risk, and give you greater control over your future.

Benefits for Small Business Owners

• Learn why succession and exit planning should begin long before you are ready to leave the business.

• Understand how proactive planning can help preserve business value.

• Identify potential risks that could impact a future transition.

• Explore strategies for creating a smoother transition for employees, customers, and stakeholders.

• Gain insight into how intentional planning can help you achieve your personal and business goals.

What You'll Get Out of It

• A clear understanding of the importance of succession and exit planning.

• Practical steps you can start implementing now.

• A framework for thinking about your long-term business transition goals.

• Greater confidence in preparing your business for future opportunities and challenges.

• Actionable ideas to help ensure a successful transition on your terms.

Expert Presenters

Joel Barnett is a Financial Advisor with Edward Jones in Atlanta, where he helps individuals, families, and business owners build personalized strategies around retirement planning, wealth accumulation, college savings, and long-term financial security. His focus areas include retirement savings strategies, business retirement plans, and wealth strategies.

James Herndon began investing with Edward Jones as a client in 2008 and joined the Edward Jones family in 2019. He earned the CERTIFIED FINANCIAL PLANNER® certification in April 2024.

He taught at Emory University for 12 years. The growing demands of fatherhood prompted him to explore opportunities outside of academia, and he now loves helping clients pursue their financial goals.

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This program is made possible with support from LISC. Thank you! 

COMPLIMENTARY ADMISSION

This session will be available both as a live, in-person event and virtually.

You have the option to join us physically in the training room (note that seats are limited) or to attend online. Indicate your preferred mode of attendance during registration.

Virtual attendees will receive a link before the program begins.

For more information, please get in touch with Greg Goebel at the Gwinnett Entrepreneur Center via email at GEC@GwinnettCounty.com.

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