Webinar: Enhancing Value and Being Ready to Exit Your Business Presented By Rockland Trust
It isn't easy to consider my retirement due to my concern for my customers and employees. It is my legacy, too. How do I know when the business is ready for me to retire? Our Investment Management Group (IMG) offers comprehensive, integrated planning through a personal approach designed to fully understand where you, the business owner, are now, where you want to go, and what you need to get there. During the final session of our live 30-minute webinar series, we will review our integrated financial planning services, including:
- I know my wealth gap and the value of my business, and I have a solid personal financial plan. Can I set my retirement date?
- My professionally prepared financial reports are in order and, I know the KPIs.
- The key dependencies are known, and I've mitigated the risks.
- I have aligned the value of my business and my personal financial plans.
- The business is ready. I am ready. What are the next steps?
- I have my advisory team, defined my targets, and put the process in motion. What's next?
Unable to attend the live event? No problem! Register now to receive an email with the recording.
Date and Time
Tuesday May 20, 2025
12:00 PM - 12:30 PM EDT
Printed courtesy of tri-townchamber.org/ – Contact the Tri-Town Chamber of Commerce for more information.
280 School Street, Building L100, Mansfield , MA 02048 – (508) 339-5655 – office@tri-townchamber.org