Cashing Out and Moving On

Session Type: Pre Convention Workshop


Location: Convention CenterRoom Number: 156C

Available Dates & Times


Exiting is not an easy process and the odds are not in your favor. Approximately seventy percent of a business owner’s wealth is trapped inside their illiquid business, and in order to succeed the business and the owner must both be prepared to successfully transfer the business. This program takes a look into critical skills needed for owners to cash out, replace themselves, or retire without reducing their present lifestyles. Common confusions between a business exit and a business succession, ways to control and visualize the process of transferring and monetizing your business, and case studies comparing tax reduction strategies will be discussed. Read More About Cashing Out and Moving On

Cashing Out & Moving On Video

FEE: $150


  • Kennedy, Kevin

    Kevin Kennedy

    Kevin J. Kennedy Mr. Kennedy is the founder of Beacon Exit Planning & Succession LLC, (America’s Exit Planner®), and a nationally recognized speaker, author and thought leader for business owners with exit planning and succession. He personally walked the exit path and understands firsthand the challenges an owner faces from buying and selling a 200 employee company (Ranked in the top 20 ENR Specialty Contractors) and implementing succession planning. Mr. Kennedy’s message resonates with business owners because he has walked the path with his firsthand understanding of the challenges owner’s face with the attachment to the business, choices, taxes and the complicated exit process.
  • Bazzano, Joe

    Joe Bazzano

    Joe is the COO of Beacon Exit Planning & Succession, a certified public accountant, certified valuation analyst and a certified business exit consultant with over 20 years of experience in public accounting, valuation and exit strategy services to closely held companies ranging from $100,000 to $100 million. Recently Joe was recognized as a TOP10 CPA in the affluent state of Connecticut. His consulting services have shown business owners how to increase the value of their businesses by millions of dollars with exponential savings on tax dollars. His areas of expertise include financial reporting, consulting, business valuations, mergers and acquisitions, exit strategies, tax planning and compliance for individuals and business entities.