In May’s Level Up Webinar, David Brinkman with Schneider Downs will cover how Proactive Exit and Succession Planning is Simply Good Business Strategy. Exit and succession planning is working with a business owner to articulate long-term personal, business, and financial goals. And then formulate a detailed plan to accomplish these goals. We’ll review common obstacles, how the process works, and business attributes to make a business more attractive and increase its value.
Meet the Speaker:
David is a Wealth Management Partner for Schneider Downs in their Columbus, Ohio Office with over 15 years of financial services industry experience. He predominantly works with high-net-worth individuals and families, not-for-profit entities, and retirement plans advising on various topics, including holistic financial planning, income tax optimization, asset allocation, portfolio construction, and estate planning strategies. Dave’s well-rounded financial education and experience have provided him with the skills to specialize in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals.
In addition, David co-heads our exit and succession planning practice focused on working with business owners to formulate a comprehensive plan for their business and personal life beyond the industry. The exit and succession planning process assesses a business owner’s readiness to exit their business, identities an individual’s potential weal gap, and a comprehensive assessment of the sellability of the company, and then how to improve the underlying critical drivers of the business to increase the value of the business.
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