Practical Exit Planning

This workshop, led by succession planning expert Steve Haarstad, will help business executives understand the value of intentional, purposeful planning and the critical role it plays in protecting both personal legacy and organizational continuity. Drawing on deep experience working with owners preparing to retire or sell their companies, Steve will share practical insights on how proactive planning reduces risk, increases financial security, and creates clarity for employees, family members, and other key stakeholders.

This session focuses on foundational concepts for creating a succession or exit strategy and practical solutions to common pitfalls in the process. You’ll learn what it takes to build a functional team of advisors and what questions to ask along the way, helping to ensure a smooth and successful transition when the time comes.

You will leave the workshop understanding:

• The personal, financial, and business aspects of exit planning
• Strategies for effective family or generational business succession – plan, prepare, and communicate
• How to define and maximize business value for a stronger exit
• The succession planning process and timeline for best results

This workshop is designed to help you move from uncertainty to confidence, giving you a practical framework to plan your next chapter while positioning your business for continued success.

Who Should Attend
Any manufacturing owner or executive who wants to create a succession strategy and exit plan that yields maximum value.

Registration
This event is exclusive to manufacturers and is free of charge. Registration is required, please use the link above.

If you have questions about this event, please email us at [email protected]