Leaving Your Business When, How, and with
Who, For The Money You Need

Featuring: R. J. Kelly & Max Bolka

On average, up to 80% of your wealth can be tied up in your business. And while that business may represent the culmination of your life’s work, the fact is over 90% of all intergenerational wealth transfers fail, meaning assets are depleted by the time they reach the third generation, often leaving a trail of family resentment behind. Master Planning shows business owners how to begin thinking holistically about the process of eventually exiting without becoming overwhelmed. Learn how to create a plan that avoids the most common pitfalls, so you can successfully transition your business with complete comfort, confidence and control on your terms.