Is your business a job, or a true long-term asset? Join B.O.S.S. (Business Owners Seminar Series) on Wednesday, May 27th in Farmington for a high-impact panel discussion designed for business owners who are ready to move beyond daily operations and start building real, transferable value.
When scaling or preparing for an exit, "siloed" advice is the enemy of value. Our panel will demonstrate how a coordinated approach between your Tax, Legal, and Financial advisors can prevent costly mistakes and maximize your ultimate payout.
What the seminar will cover:
The Trinity of Value: How tax strategy, legal protection, and financial planning must align to create a "sale-ready" asset.
Mitigating Success Tax: Strategies to keep more of what you build when scaling or selling.
Derisking for Buyers: What sophisticated buyers and valuators look for in your legal and operational structure.
Advisor Gap: Why your advisors need to be talking to each other before you decide to sell.
Whether you are currently scaling, seeking a valuation, or eyeing an exit in the next few years, this session will provide the roadmap to ensure your growth strengthens your long-term legacy.
Date and Time
Wednesday May 27, 2026
8:00 AM - 10:00 AM EDT
May 27, 2026
8am - 10am
Location
Certified Financial Services office - 197 Scott Swamp Rd, Farmington, CT 06032
Fees/Admission
Complimentary
Contact Information
Marc Finer
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