Pass Down Your Business with Confidence— Financial Strategies You Need To Know!
Achieve financial readiness for business succession planning. Ensure a smooth, stress-free transition.
📅 March 17, 2025 | 6:00 PM (EST)
JOIN US ON MARCH 17, 2025 | 6:00 PM (EST)
What You Will Learn:
- How to get your finances ready for a smooth transition
- Key tax-saving approaches to business succession
- Cash flow management for business steadiness
- Steps toward financial readiness for the next generation
Bonus: Get a FREE “Financial Readiness Checklist” when you register!
Meet Our Expert Speakers
With 15+ years of experience helping small business owners navigate financial readiness planning, our financial experts have helped hundreds of family business succession with minimal financial risk.
David Morris, CFP
Certified Financial Planner & SME Growth Specialist
Gladys Bennett, CPA, CFA
Business Tax & Succession Planning Specialist
Trusted by 100+ businesses
In 2008, AdvantagePro Accounting Services was founded with one clear mission: to make professional financial advice, tax planning, and business succession planning available to small and medium-sized enterprises (SMEs). With over 15 years of experience, AdvantagePro has become a trusted advisor to family businesses wanting to safeguard their financial future and achieve financial readiness for business succession.
Why Join The Webinar?
Are you a family business owner planning for the future but worried
“I found this webinar, to even plan my business succession, giving me that confidence to do so without that financial stress. So worth it even just for the tax saving tips alone!”
— Nathan Goulding, Family Business Owner
“I was so lost on how to manage finances for succession before joining. It makes me so happy to come across this webinar! Now for sure I got a plan that helps my business survive!”
— Lisa Wellington, Hair Salon Owner
Secure Your Business' Future Today!
Don’t let financial uncertainty put your business at risk! Join us and learn financial readiness for business succession.
March 17, 2025 | 6:00 PM (EST)
Get a FREE “Financial Readiness Checklist” once you complete your registration.
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