Join Anne F Salick, adaptation Financial Advisors for our October WomenRISE: Succession Planning or How to Increase the Value of Your Business

Though it might not have occurred to you when establishing your company, preparing for instances when you aren’t available to provide leadership is a critical part of business ownership and its value. Whether in setting the stage for the next generation of management or in the face of a catastrophic event, having a plan in place strengthens your organization as a whole. For business owners to succeed in their venture, it is essential to have a plan in place to ensure changes in ownership and direction are as seamless as possible. You will learn more about establishing a long-term strategy for your business when you aren’t part of daily operations.

What is Succession/Exit Planning? Why is it important to my business? How will it improve the Value of my Business? When should I start Succession Planning?

Speaker Bio

Anne works with business owners and their executives, and families to help them take positive -financial action in their lives. She advises how to manage and minimize risks while providing greater opportunities for ¬financial freedom and peace of mind.

She is a CEPA (Certified Exit Planning Advisor) to assist small to medium businesses in their exit and succession planning needs. She is also a CPFA (Certified Plan Fiduciary Advisor) to help Business Owners set up and manage Retirement Plans.

Anne has been selected five times in The Texas Monthly Magazine Five Star Wealth Managers for 2015, 2017-2019 and 2022.