The unwanted surprises many owners face when they decide to sell their business
Many owners of businesses in the remodeling industry routinely report being surprised by what it really takes to turn their ownership into cash. Being unprepared can waste huge amounts money through delays, excess taxes, lost value, and more!
Don’t be one of them! Join John O’Dea of Summit Financial to find out about the strategies smart owners use to stack the odds in their favor when embarking on the sale of their business.
In John’s talk, you’ll learn…
- The common mistakes and surprises many owners face in transitioning out of their business and how to avoid them
- The key steps that will help you create a successful transition out of your business
- How to assess your current internal and external support team for the skills and knowledge you need to succeed as you transition
Meet Our Speaker:
John O’Dea has been involved in the investment industry for over 15 years. Originally securities licensed in 2002, John has spent almost two decades on helping individuals better understand investment, insurance and corporate retirement planning concepts. John joined Summit Financial Group, LLC based in San Ramon, CA over 4 years ago to continue to build Summit’s business owner focused financial advisory capabilities.
A Special Thanks to Glass Concepts for Hosting This Event
NARI Member $45
First time non-member guests Free admission
Proper attire required.
Prepay online by September 6th and receive a $5 discount for this event.