Webinar | Retail Succession Demystified: When, Why and How to Prepare

    | October 26, 2023

     

    Independent retailers start out with dreams of not only running a successful business but also eventually retiring and maximizing their returns after years of hard work.   As part of his weekly series, Indie Insights, Marc Weiss was joined by Telemus’ Josh Levine, CFP® (Senior Financial Life Advisor & Partner) and Ari Fischman, CFP® (Financial Life Advisor & Partner) to demystify retail business strategies and succession planning and discover the secrets to securing your business's future.

    Whether you're considering stepping back in the near future or just want to ensure your business thrives even when you're not at the helm, this webinar delves into crucial questions that every retailer should answer:

    • When is the best time to implement a succession plan?
    • What is the end game for your retail business?
    • What exit strategies align with your personal and business goals?
    • What does the process of a succession plan look like and what pitfalls can be avoided?

    Watch the Webinar Now

     


    The preceding testimonial was provided by a current client. Telemus does not seek out client testimonials, and all testimonials referenced are unsolicited. No compensation was provided for these testimonials and no material conflicts of interest are present as a result. Testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

    All opinions expressed in this webinar are for general informational purposes and constitute the judgment of the author(s) as of the date of the webinar. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual. The material has been gathered from sources believed to be reliable, however Telemus Capital cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.  Any reference to an index is included for illustrative purposes only, as an index is not a security in which an investment can be made. Indices are unmanaged vehicles that serve as market indicators and do not account for the deduction of management fees and/or transaction costs generally associated with investable products.

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value

     

     

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