November 12th, 2026 11:30am Central
November 12th, 2026 | 11:30am Central
Virtual
Business Planning: How to Maximize Value Before an Exit
Join Charles Laverty Jr., Director of Business Owner Services, as he discusses the key considerations that can help business owners prepare for a successful transition. Whether you plan to sell, transfer ownership, or simply preserve flexibility for the future, a thoughtful exit strategy can help you consider your business goals alongside your personal financial objectives.
What you’ll learn:
- How business valuations and value-enhancement strategies can help increase enterprise value
- Why beginning exit planning 5–10 years before an exit can improve outcomes
- Key business, personal, legal, tax, and financial considerations for a successful transition
- Common reasons owners delay planning—and ways that may help avoid costly mistakes
- How financial advisors can help integrate exit planning into a broader wealth strategy
This webinar is designed for business owners who are considering an eventual sale, ownership transfer, or succession plan, even if that transition is still years away. Whether you expect to exit in five years or 15, early planning can provide greater flexibility and potentially increase business value.
While you wait for the webinar, explore our Business Succession Planning Checklist: 9 Steps for a Successful Ownership Transition for practical considerations to discuss with your planning team.
Register Now
Featured Speakers
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As Focus’s Director of Business Owner Services, Charles “Chuck” Laverty works in tandem with the firm’s advisory teams to help business owner clients understand and enhance the value of their businesses. He also consults with clients to help them design a plan for properly transitioning from their business, based on their specific financial life goals and when the time is right.
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Travis strives to provide clients and prospective clients with an outstanding experience from the first moment they begin their relationship with Focus Partners. Through close collaboration with Focus Partners’ diverse and highly experienced wealth advisory teams, he helps connect prospective clients with the ideal advisor match, carefully aligned to their goals, family dynamics, and unique circumstances. Inspired by his grandfather, Travis is deeply committed to helping individuals and families create, grow, and protect their wealth through both favorable and challenging market conditions. He finds great fulfillment in sharing this passion and inspiring the teams he works with.