Why Most Business Owners Are Not Exit-Ready — Phase Three
Live webinar · Nov 3 · 12pm ET
Many business owners spend years focused on growth, revenue, and operations. They pay less attention to how legal, tax, and financial decisions affect how much of that value they keep, reinvest, and put to work toward future goals.
Join Bobby Mascia with NJBIA for the next installment in our exit-readiness webinar series, Making Smarter Tax, Legal, and Financial Decisions, where we’ll explore how these decisions fit together and the role they play in supporting your broader financial objectives.
The business decisions you make today influence your long-term financial flexibility, your family’s future, and the opportunities available to you in the years ahead.
This webinar is part of a 12-step roadmap delivered across four sessions, designed to help business owners move from uncertainty to clarity, one phase at a time.
What we’ll cover
- Legal considerations: business agreements, employee-related planning, and estate planning strategies that help protect business and personal wealth
- Annual planning: how business structure and annual tax planning decisions can affect cash flow, profitability, and long-term outcomes
- Long-term tax strategies: approaches to reduce income taxes, reinvest capital, and create a more tax-efficient future
- Velocity of money and your balance sheet: strategies related to liquidity, leverage, access to capital, and intelligent investing