2023 Business X-Change - 9/13 Sponsored by Golden Sands Financial

Description

BUSINESS X-CHANGE PRESENTATION – September 13, 2023
 
Business X-Change meets regularly throughout the year.  Our September X-Change will be held in person at the Portage County Business Council office. Business X-Change allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other. 
 
There is no cost to attend. Coffee and Danish will be provided.
 

Title: "What Your Business is Worth...and Why it Matters"
 
Presented by:

Lee Courtright
Certified Financial Planner
Founder & CEO of Golden Sands Financial LLC
       
About the Program:  98% of business owners do not know the value of their business. For most business owners, the business is a large part of their estate and their expected source of retirement income. Therefore, it is critical to have an exit plan and know how to optimize the business value in the most tax efficient manner. In a Business Valuation System with over two dozen data sources and 900 different business codes, the patented algorithm uses methods from a Market, Asset and Income approach to reach a valuation. This method has been endorsed by the American Bankers Association (ABA).

In this X-Change participants will hear the: 
- Benefits of Knowing
- 7-Step Valuation Process
- 4 Valuation Elements
- Key Performance Indicators

About our Presenter: 
Lee Courtright, Certified Financial Planner is an established financial professional. His advisory business is focused on helping his clients understand and respond to change as they prepare for and manage financially, in their later years. Most of his work is concentrated in the areas of tax efficient retirement income and estate planning. He is especially concerned with helping them plan for the appropriate transition of their wealth to family members and charitable interests.

Lee's interest in assisting business owners with their succession planning, led him to pursue a course of study leading to the Certified Exit Planning Advisor designation. Lee is the founder and CEO of Golden Sands Financial LLC, based in Stevens Point. Securities are offered through Securities America, Inc., member FINRA/SIPC and advisory services are offered through Securities American Advisors, Inc. Golden Sales Financial LLC and the Securities America companies are unaffiliated. Lee has been in the financial advisory business in the Stevens Point area for over 35 years.

What is Business X-Change? Allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other.  Business X-Change meets regularly throughout the year from 7:30 - 8:30am.
 
Special THANK YOU to Golden Sands Financial LLC for their sponsorship of this program.