Events

May 12, 2022 DIG South Tech Summit: Breakout session Choosing Best Type of Exit Aligned with Values

Sell to… Private equity?… Strategic buyer?…. Employees?…. Family?…. Competitor?… ESOP?… For how much? Matt Pardieck, author, financial advisor, pilot and aeronautical engineer, discusses how the “big hearted business owner” goes about an exit a little differently. He will share a checklist for getting yourself and the business ready for sale, ideas for how to compare exit strategies to your “return on goals” (not just ROI), and some ideas on reducing taxes if you have charitable or family giving strategies. Attendees will receive free, signed copy of his newly released book: Bottom Line of Happiness: Financial Strategies and Exit Planning for the Big-Hearted Business Owner™.

Tickets can be purchased at https://www.digsouthtechsummit.com/