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  • Business Owner Succession Planning: Start with the End in Mind

Business Owner Succession Planning: Start with the End in Mind

  • November 12, 2026
  • 11:30 AM - 1:00 PM
  • TBD

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Description

This presentation focuses on the importance of being proactive and intentional about succession/exit planning and explores steps business owners can take now to make a successful transition on their terms.

Learning Objectives

After attending this presentation attendees will better understand:

  • ·         What exit and succession planning is
  • ·         Why we should start planning now
  • ·         Five steps to get started

Here is a link to Joe Walker's bio

https://www.edwardjones.com/us-en/financial-advisor/joe-walker

Joe Walker on LinkedIn

https://www.linkedin.com/in/joewalkeredwardjones/





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