Washington State Convention Center
Room Number: 608
Available Dates & Times
The business and the owner must both be prepared to successfully transfer the business. This course will discuss the key exit paths, measure different financial options, identify steps to move managers into leadership positions and identify the steps to a successful succession.
Mr. Kennedy is the founder of Beacon Exit Planning LLC and a nationally recognized speaker, author and thought leader for business owners with exit planning and succession. He personally walked the exit path and understands firsthand the challenges an owner faces from buying and selling a 200-employee company (Ranked in the top 20 ENR Specialty Contractors) and implementing succession planning.
Joe is the COO of Beacon Exit Planning, a certified public accountant, certified valuation analyst and a certified business exit consultant with over 20 years of experience in public accounting, valuation and exit strategy services to closely held companies ranging from $100,000 to $250 million. Recently Joe was recognized as a TOP10 CPA in the affluent state of Connecticut.