• Securing Your Business’s Future: Expert Planning for a Smooth Exit

  • Nov 19 2024
  • Length: 24 mins
  • Podcast

Securing Your Business’s Future: Expert Planning for a Smooth Exit

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  • Summary

  • Ever wondered what happens if you’re forced to leave your business unexpectedly? This week on Automation Nation, we dive deep with Dianne (Kelley) Nygard, CEPA, an industry veteran who’s made it her mission to protect business owners from the unexpected. With a unique journey from legal assistant to insurance and succession planning expert, she’s got the insights you need to safeguard your company’s future. 🚀

    Join us for a valuable episode with Dianne, a seasoned expert with over 35 years in the insurance and employee benefits space. Dianne’s mission is clear: helping business owners avoid the costly mistakes of poor planning.

    We’ll explore:

    - The importance of business succession and exit planning
    - How to identify unaddressed risks that could jeopardize your business
    - A simple 4-step process for comprehensive financial security
    - Real solutions for business valuations, HR, compliance, and legacy planning
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