Join us for a Lunch and Learn event, in partnership with Interval, to gain invaluable insights into the world of business succession and wealth management.
00
Days
00
Hours
00
Minutes
00
Seconds
Lunch & Learn: October 27th from 11:30 am to 1:00 pm EST
Reserve Your Spot Below!
Need Help?
Email us at: team@sellwealthy.com
Premium Quality Guarantee
We are committed to delivering an exceptional educational experience. Our workshops are meticulously designed and conducted by seasoned professionals, ensuring the highest quality content, insights, and guidance.
Sell Wealthy’s Mission
Our mission is to empower business owners with the knowledge and tools necessary for a successful business exit. We aim to guide you through your journey, transforming your business and preparing it for an optimal sale.
Sell Wealthy’s Promise
We promise to offer strategic, practical, and comprehensive advice tailored to your unique business scenario. Our commitment is to equip you with actionable insights and proven strategies that pave the way towards a prosperous business future.
“Purdeep is an absolute powerhouse and true genius at breaking down the science and art of getting what you really want out of your business and life.
You can’t afford to miss out on what he teaches you.”
Raymond A.
Powered By Our Partner
Discover how to secure your financial future while enjoying a delicious lunch in the company of like-minded individuals.
Financial professionals, this workshop is your gateway to expanding your expertise in business succession and wealth management.
Gain the knowledge and tools necessary to better serve your clients and elevate your career, all while networking with fellow industry experts and thought leaders.
Business owners, join our workshop to unlock the secrets of successful business transition and financial prosperity. Discover the strategies that can secure your legacy, maximize your wealth, and ensure a thriving future for your family and business.
Here’s What You’ll Learn In Our Lunch & Learn:
- Exploring real-life transition stories from experienced professionals.
- Maximizing the value of your client’s business during transition.
- Strategies for aligning personal and business financial goals.
- Connecting with trusted partners like Interval for holistic solutions.
- Innovative ways to mitigate emotional challenges in succession.
- Crafting a captivating seller's story to attract the right buyers.
- Implementing monthly sprints to track financial and value progress.
- Analyzing the 4 Capitals: Financial, Social, Client, Human, for value enhancement
- Streamlining the buyer-seller negotiation process for optimal outcomes.
- Networking with fellow financial professionals for collaborative growth.
