Would you invest your entire nest egg in a single stock?
Naturally, no. Yet when you own your business, you may often feel that your wealth is locked up in the same way. And many business owners who want to unlock some or all of that wealth and diversify think they need to sell.
Yet in reality, if your business generates at least $1M EBITDA, you have many other options (including some intriguing tax opportunities) to diversify your wealth beyond your business and generate liquidity now and over time … often without selling or losing control.
Presented by Marc Lewyn, CEO of Strategic Liquidity Services at JOYN, this valuable workshop highlights:
- Models to generate liquidity now (and over time) to diversify your wealth beyond your business;
- Strategies for generating liquidity without selling or giving up strategic control;
- Ways to get cash out of your business yet still maintain important relationships and focus on the parts of the business you enjoy;
- Opportunities to retain more of your net proceeds and increase your satisfaction if/when you decide to sell.
It’s never too early to understand your options, but this event is especially important when you’re:
- Looking for ways to diversify your wealth and unlock liquidity from your business without selling or losing control;
- Seeking to understand all your options for generating cash from your business;
- Preparing to sell and want to avoid mistakes that can cause regret down the road.
You’ll receive handouts that review each opportunity in more detail. More importantly, we believe you’ll leave feeling more confident about your options and future.
You’ll also have the opportunity to network with other business owners who are also considering their options.