Business Owner Exit Planning: Start With the End in Mind

• Workshop Room 2

Business owner exit planning focuses on the importance of being proactive and intentional about succession/exit planning. This seminar explores steps business owners can take now to make a successful transition on their terms.

Presented by:

Matt McNally Edward Jones

Matt McNally was raised by two entrepreneurs who taught him that if something is worth doing, it's worth doing right. He paid his way through college working for banks and after graduation spent time with a private equity firm where he learned what a buyer is looking for in a business. For the past 10 years he has been helping business owners make the transition to retirement. He is a Certified Financial Planner and a Certified Exit Planning Advisor. His goal is to help 1000 families retire throughout his career.   

Matt McNally was raised by two entrepreneurs who taught him that if something is worth doing, it's worth doing right. He paid his way through college working for banks and after graduation spent time with a private equity firm where he learned what a buyer is looking for in a business. For the past 10 years he has been helping business owners make the transition to retirement. He is a Certified Financial Planner and a Certified Exit Planning Advisor. His goal is to help 1000 families retire throughout his career.   

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