WHEN:
03/25/2025 9:00 AM – 10:30 AM
Here’s your chance to connect with two experts in business succession planning. Robbie White, CEPA, and Ryan Parker, CEPA (Certified Exit Planning Advisors) with Virginia Asset Management are ready to walk you through the different categories of business exit options and plans (Family Succession, Key Employees, ESOP, Venture Capital, Strategic Buyers, M&A, etc). Learn what you need to know about preparing for and executing your ideal exit—and discover how the preparation process and time frames before and during a succession or exit may differ for your chosen exit strategy, unique financial goals, and business situations.
Submit your business succession questions in advance to ryan.parker@vamllc.com with the subject line “Learning Lab” by March 18th. Selected questions will be addressed live during our session, and you’ll receive a reference guide and workbook to refer back to about Business Succession.
About Virginia Asset Management:
At Virginia Asset Management, we offer a wide spectrum of experience and a team-oriented lens to advising so clients have access to a variety of comprehensive financial and planning services. Our wide range of leading-edge, business services and fiduciary guidance helps business owners spend less time on the financial side of owning a business and more time on growth, development and customer relationships. Each of our clients gains access to a fully resourced team, working across specialties so you have an advocate for your goals in every conversation.
At Virginia Asset Management, we offer a wide spectrum of experience and a team-oriented lens to advising so clients have access to a variety of comprehensive financial and planning services. Our wide range of leading-edge, business services and fiduciary guidance helps business owners spend less time on the financial side of owning a business and more time on growth, development and customer relationships. Each of our clients gains access to a fully resourced team, working across specialties so you have an advocate for your goals in every conversation.
Don’t miss this opportunity to plan for a successful business transition with the guidance of industry experts!