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Bay Area Builders Exchange presents
EXITING YOUR BUSINESS
PROTECTING YOUR WEALTH
Guiding Business Owners Through the Process of Exit Planning
THURSDAY, FEBRUARY 19th
8AM - 10AM
3055 Alvarado St
San Leandro, CA 94577
Exiting your company is often your most significant financial event.
Exiting Your Business, Protecting Your Wealth is for owners who want
to understand their options and optimize their results. You’ll learn
about your Value Gap, the different Exit Routes, and how to
work to Protect Wealth in the process. Whether you want out
today, or years from now; whether you plan to sell, or want to hand
it to family – this planning process could be key.
Please RSVP to Jenn Rogers at
925.866.7800 or
jenn@summitadvisors.com
Each attendee will receive a free copy of
“Exiting Your Business,
Protecting Your Wealth”
and have the opportunity to take the
BERI Survey
(Business Exit Readiness Index)
Separate from the financial plan and a Summit advisors' role as financial planner, an advisor may recommend the purchase of specific investment or insurance
products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them. Summit Financial
Group LLC 2000 Crow Canyon Place Suite 450 San Ramon CA 94583 Securities and investment advisory services offered through Securian Financial Services,
Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Summit Financial Group LLC is independently owned and operated.
TR#950605 DOFU 06/2014