Planning for the Exit and Beyond
Tue, Oct 27
|Family Enterprise Center
This workshop is ideal for family business owners and leaders who want to proactively prepare for succession, transition, retirement, or the eventual sale of their business while protecting the legacy they have worked so hard to build.
Time & Location
Oct 27, 2026, 8:00 AM – 9:30 AM
Family Enterprise Center, 3207 Campus Loop Rd, Kennesaw, GA 30144, USA
About the event
For many family business owners, building the business has been a lifelong commitment—one that extends beyond financial success to include family legacy, employee relationships, and community impact. Yet when it comes time to consider retirement, succession, or a future transition, many owners find themselves unprepared for the personal, financial, and strategic decisions that lie ahead.
In this workshop, Joe Mraz, Financial Advisor, and Len Iglar, Vice President Investments of Iglar Asset Management, help family business leaders navigate the complexities of planning for an eventual exit while preparing for what comes next.
Participants will explore how to maximize business value, align family and ownership objectives, and create a financial plan designed to support life beyond the business. Rather than viewing an exit as a single transaction, this session focuses on developing a comprehensive transition strategy that addresses both the business and personal sides of the journey.
You'll explore:
How to determine…