Exit Planning Webinar for Small Businesses

Best Retirement Plan for Your Employees

  • Monday, February 6th at 12 pm Eastern Time

  • Tuesday, February 7th at 12 pm Eastern Time

  • Attend this webinar and learn about:

  • Help understand your “why” for selling your business

  • How much do you need to sell your company for?

  • How your business can “pay you” after you exit.

  • What buyers look for in a business acquisition?

  • What are some estate planning techniques for small business owners?

  • How you can possibly start to, tax efficiently, transfer your business to the next generation?

  • What are some ways you can mitigate taxes upon exiting your company?

Build a Business You Can Exit from or Pass Down to the Next Generation

This is why you should attend this webinar:

Join us for an information packed webinar on Monday, February 6th and Tuesday, February 7th at 12PM ET

Zach Morris is a Certified Financial Planner as well as a Certified Exit Planning Advisor.  Zach will use his 12 years in the business to educate attendees on the emotional, practical, and consequential aspects of considering a sale of their business as well as taking the next step and starting to move across the finish line.   It is not every day that we are able to take a step back and consider the “what if” possibility of planning an exit. 


Monday, February 6th at 12 pm Eastern Time

Tuesday, February 7th at 12 pm Eastern Time

Frequently Asked Questions

Who is presenting?
Zach Morris

Zach Morris, CFP® will be presenting.

Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association’s Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He has his Certified Financial Planner designation. He and his wife live in West Midtown’s Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels.

Who is this for?

This is for any business owner.

Is this a “sales” pitch

No, this webinar is a live presentation and purely educational.