January 13, 2021 | 7:00 PM EST | (Educational Webinar)
The purpose of an Exit Plan for small business owners is to develop a strategic blueprint that lays out a road map allowing business owners to successfully
transition to the next phase of their lives. An exit plan addresses all the business, personal, financial, legal, and tax questions involved in selling a privately-owned business.
1. Make a conscious choice to focus on the long-term.
2. Focus on building all parts of the business, not just hyping a product.
3. Know the worth of your enterprise/business.
4. Assess your legacy…who are you building this business for?
In addition Lamont will cover his 6-Step Process and provide complimentary consultations with anyone on the webinar.
Step One: Identify Business Owner Goals & Objectives
Step Two Quantify Business & Personal Financial Resources
Step Three: Maximize and Protect Business Value
Step Four: Ownership Transfer to a Third Party
Step Five: Ownership Transfer to an Insider
Step Six: Business Continuity
Step Seven: Personal Wealth & Estate Planning
Lamont Baxter, Financial Analyst with First Financial Group
His Motto: “Protecting Wealth and Creating Legacies.”
La’Mont J. Baxter is setting a new standard for how to protect, save and grow your finances. His commitment to helping you avoid financial failure is changing the way spend today and plan for tomorrow. As a Financial Advisor at First Financial Group, he specializes in wealth accumulation and distribution strategies for all income levels.
Prior to his current role at First Financial group, La’Mont served at KG1 Consulting as a Managing Partner, Chief Operating Officer of Brookstone Financial Group and worked as a Program manager for Fannie Mae. He attended the Georgia Institute of Technology and The American College of Financial Services. He is married with two children, five grandchildren, two beagles and enjoys golfing in his free time.
THIS EVENT IS OPEN TO MEMBERS AND NON-MEMBERS.
- MEMBERS = COMPLIMENTARY
- NON-MEMBERS = $55.00