How to Turn a Business Sale into Lifetime Monthly Income

Will Your Business Sale Fund the Retirement You Want? A Live Panel for Business Owners Planning an Exit in the Next 1–5 Years Most business owners focus on maximizing their sale price. But the real question is: Will the proceeds from your business support the lifestyle you want after you exit? Without the right planning, taxes, valuation gaps, and poor coordination between advisors can significantly reduce what you keep. Join our panel of financial, tax, and legal professionals to learn how to prepare for a successful business transition—and turn the value you’ve built into lasting financial security. What You’ll Learn • How to determine whether your business sale can support your retirement goals • Common mistakes that can reduce the value of your exit • Strategies to help preserve more of your wealth • Why tax, legal, and financial planning should work together • Key steps to take before you sell your business