Learn from Jay Lancaster of Canopy Capital Strategies, who will help you avoid common money mistakes and how to choose different financial tools for the best results. In his presentation, Jay will cover a number of reasons why knowing what your business is worth is so important. He will go into detail regarding:

• Why having a written plan for a transition between business owners is important (even if you don't think you'll ever leave!)

• Why business valuation is so important, and who should be doing the valuation (yourself, a business valuation company, or a CPA/accounting firm)

• How understanding and correctly calculating your business value ultimately affects your succession plan, retirement planning, and estate planning as a business owner

• How business valuation and succession planning can provide financial security for you personally and for your family

There will be time for questions following Jay's presentation.

Free to attend & open to all! Please RSVP for the meeting link.