TAN and Invited Guests:

Business Succession Planning Special Educational Event

On October 6th at 11:30 a.m. join your TAN colleagues for an education meeting at REDW in ABQ.  This event will be a hybrid meeting so join us in person or via Zoom. All attendees will receive a link the day prior.

The topic for this educational event is Succession Planning a key area of business planning.  

How does a business owner plan for having a successor for the ongoing business? What are the steps? 

When does a business owner need to begin planning to exit the business? What are the different exit strategies?

How are we doing as TAN members in planning our business ownership exit?

The discussion will be led by an expert panel.

            Priscilla Dakin – Intermediary & Valuation Specialist for Business Owners, Buyers and Sellers. Priscilla has over 15 years of experience providing entrepreneurs with an understanding of business value and helping them prepare for the exchange of wealth through business-for-sale transactions.

            Carlos Duno - Coach, Consultant and Exit Planning Expert. Since 2004, he has consulted with high-net-worth business owners to guide them in exiting their businesses into financial freedom and their best futures.