Exit Strategies and Business Succession Planning

As a business owner, there’s a lot riding on your shoulders. By attending this seminar we can help take some of the pressure off by sharing with you a host of exit and succession strategies.

Presented by Guest Speakers:

Adam Deli | JD
Adam Deli practiced bankruptcy and real estate law before becoming a business broker.  His experience running his own firm enables him to understand the dynamics facing small business owners.

Kari Bracy | LUTCF

Registered Rep and Agent specializing in Business Succession Planning.

Kari Bracy is an Agent with New York Life Insurance Company and Registered Representative of NYLIFE Securities LLC,* in the Jacksonville General Office. She is a trained professional who can help you identify your businesses financial needs and then determine which insurance and financial products can best help you meet your objectives. Kari is a New York Life Executive Council Agent 7 years running.

*Offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 7880 Gate Pkwy, Ste 200 Jacksonville, FL, 32256, (904) 626-9186

Speakers will discuss:

Valuation techniques: Determine what your business would be worth on an open market and discuss what you can do now to make your business more valuable in the future.

Protecting your investment: Running your own business can be tremendously rewarding – and equally risky if you don’t have the right protection in place.

Keeping it in the family: Do you want your children to take over the business if you die, become incapacitated, or decide to retire? Or is there another successor who you’d like to pick up the reigns?

Planning for retirement: Selling your business can be a great way to finance your retirement – as long as the timing is right and you get the price you want.

Attracting and retaining employees: These days, a competitive benefit package can be just as important to employees as a salary.

This is an informational and sales presentation. Neither New York Life nor its agents provide tax, legal or accounting advice. Please consult your own professionals for tax, legal and accounting advice.

Adam Deli, JD appearing at this seminar is solely responsible for the content of his presentation and may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries.  

After, the event we will have a 30-minute networking session with snacks & refreshments so you get to meet and chat with those who are attending this event.

When: Tuesday, March 1st
Time: 5:30pm-6:45pm
Location: 20 Airport Rd, Suite B

For any information on this event, please contact:

Andrew Dziugas Grybauskas |845-558-5705 |  agrybauskas@ft.newyorklife.com