Description

All business owners will one day be faced with having to leave their business. The Sergio Financial Group present Anthony Martinelli of Jacobi Wealth Advisors to discuss the Jacobi 10 Point Succession Plan. 

Topics to Be Discussed Include: 
Establishing Exit Goals
Measuring Financial and Mental Readiness
Determining Successors and Level of Control
Roles of Key Employees
Evaluating Transfer Strategies
Asset Valuation
Tax Mitigation
Estate Plan Coordination
Plan Implementation
Plan Management

Anthony S. Martinelli, CLU®, CBEC®
 Co-Founder
Wealth Advisor
 
Anthony joined Jacobi Wealth Advisors and Jacobi Capital Management in 2014 and has over 28 years of experience in the financial services industry. Anthony specializes in delivering comprehensive financial planning services to individuals, families, entrepreneurs, and closely held businesses. In addition, he’s been granted the prestigious Certified Business Exit Consultant designation from the International Exit Planning Association. This designation includes rigorous coursework in the area of business growth, as well as business exit and succession planning.