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BEGIN:VEVENT
DTSTART:20230413T150000Z
DTEND:20230413T160000Z
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SUMMARY:Planning an Exit for Your Business
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. \n\n\n\nTopics to Be Discussed Include: \n\nEstablishing Exit Goals\n\nMeasuring Financial and Mental Readiness\n\nDetermining Successors and Level of Control\n\nRoles of Key Employees\n\nEvaluating Transfer Strategies\n\nAsset Valuation\n\nTax Mitigation\n\nEstate Plan Coordination\n\nPlan Implementation\n\nPlan Management\n\n\n\nAnthony S. Martinelli\, CLU \, CBEC \n\n Co-Founder\n\nWealth Advisor\n\n \n\nAnthony 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.
X-ALT-DESC;FMTTYPE=text/html: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.&nbsp\;<br />\n<br />\nTopics to Be Discussed Include:&nbsp\;<br />\nEstablishing Exit Goals<br />\nMeasuring Financial and Mental Readiness<br />\nDetermining Successors and Level of Control<br />\nRoles of Key Employees<br />\nEvaluating Transfer Strategies<br />\nAsset Valuation<br />\nTax Mitigation<br />\nEstate Plan Coordination<br />\nPlan Implementation<br />\nPlan Management<br />\n<br />\n<span style="font-size:14.0pt\;">Anthony S. Martinelli\, CLU</span><span style="font-size:14.0pt\;">&reg\;</span><span style="font-size:14.0pt\;">\, CBEC</span><span style="font-size:14.0pt\;">&reg\;</span><br />\n&nbsp\;<span style="font-size:14pt\;">Co-Founder</span><br />\n<span style="font-size:14.0pt\;">Wealth Advisor</span><br />\n&nbsp\;<br />\n<span style="font-size:12.0pt\;">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&rsquo\;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. </span><br />\n&nbsp\;
LOCATION:ZOOM
UID:e.3243.1930
SEQUENCE:3
DTSTAMP:20260531T151741Z
URL:https://business.indianvalleychamber.com/events/details/planning-an-exit-for-your-business-1930
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