02 Nov
Succession Planning For Business Owners - 12:00pm Session


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LIVE Webinar 

Tuning Up Your Business Profitability For Transition or Sale

Owning a successful business begins with building a sound financial future. From the day you open the doors, to the day you decide to sell or pass it down, knowing the true value of your business is critical in approaching the future with confidence.

Join us as we discuss:

  • Proactive planning strategies when designing a succession plan
  • Aligning personal and business goals with your succession needs
  • Navigating changes in leadership, providing for key employees, and avoiding pitfalls and common mistakes

BONUS: Learn about BizEquity© — our Complimentary Business Value Estimation for business owners!

Please submit your questions for our speaker to: OneAZWealth@oneazcu.com. To attend our virtual event, please register to receive the Zoom link to the webinar. 

*Neil P. Patel, Patel Advisory Group is not affiliated with or endorsed by LPL Financial and OneAZ Wealth Management.

Date and Time

Thu, Nov 02, 2023

12:00p - 1:00p MST


Zoom Webinar


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