Exit Ready: Preparing Your Business, Your Wealth, and Your Next Chapter
Most business owners will transition their business only once.
Whether that transition comes through a sale, succession plan, ESOP, or another ownership change, the decisions made before a transaction often have a lasting impact on both the business and the owner's financial future.
The reality is that many owners spend years building enterprise value but only begin planning for an exit when an opportunity is already on the table. By then, some important planning opportunities may be more limited.
That's why Proxy Advisory Group is hosting a live educational webinar designed to help business owners understand the planning considerations that can arise well before a transition takes place.
Join David Harris and Phil McNulty
Exit Ready: Preparing Your Business, Your Wealth, and Your Next Chapter
Tuesday, August 18, 2026
2:00 p.m. Eastern | 11:00 a.m. Pacific/Arizona
Live on Zoom
60 Minutes, Including Live Q&A
This educational session is intended for business owners who may be evaluating a business transition within the next one to ten years.
Whether you're considering selling your company, transferring ownership to family, exploring an ESOP, or simply beginning to think about what comes next, this webinar will provide a framework for evaluating key planning considerations.
Topics We'll Explore
During the webinar, David and Phil will discuss:
Preparing a business for a potential future transition
Understanding common ownership transition strategies
Factors that may influence enterprise value
The potential role of 831(b) captive insurance as part of a broader business risk management strategy
Tax and wealth planning considerations before a transaction occurs
Common planning opportunities and challenges business owners should understand before beginning the exit process
Why Planning Early Matters
A successful transition often involves more than negotiating a purchase price.
Business owners may also need to consider:
How the transition aligns with their long-term financial goals
Potential tax implications
Risk management strategies
Business continuity
Personal wealth planning after the transaction
The next chapter for themselves, their family, and their employees
Beginning these conversations early can provide more flexibility as options are evaluated over time.
Live Questions and Discussion
The webinar will conclude with a live Q&A, giving attendees the opportunity to ask general questions and hear practical perspectives on the planning process.
Attendance is limited to encourage an interactive discussion.
Reserve Your Seat
If you're a business owner beginning to think about what comes next for your company, we invite you to join us.
Reserve your seat today:
[Insert Registration Link]
This presentation is provided for educational purposes only and should not be construed as legal, tax, or investment advice. No specific investment, insurance, or tax strategy will be recommended. Attendees should consult with their own legal, tax, and financial professionals regarding their individual circumstances.