Business Transition Advisors
Business Transition Roadmap
Before You Sell: The Math Most Owners Never Do
Most business owners assume their company will fund their retirement.
Very few have actually done the math.
For many owners, their business represents 70–90% of their net worth. But what they think it’s worth — and what it would actually produce after taxes, fees, and deal structure — are often very different numbers.
That difference is called the Wealth Gap.
And most owners don’t discover it until they’re already in a transaction.
Retirement Is Harder for Business Owners
Employees build retirement through:
Diversified accounts
Predictable contributions
Clear timelines
Business owners reinvest in:
Equipment
Payroll
Expansion
Opportunity
The business becomes the retirement plan.
What Makes This Series Different
I’ve joined the Business Transition Alliance because this group is focused entirely on education.
No one is pitching from the stage.
No one is selling products.
Each monthly session is built around a detailed case study — a real-world scenario that evolves throughout the year. We walk through the financial decisions, risks, blind spots, and transition strategies step by step so owners can see how small choices compound over time.
You’re not just hearing concepts.
You’re seeing how they play out.
And it’s rare to have this many disciplines in one room:
Financial advisors
Attorneys
Bankers
Business coaches
Tax strategy
All focused on one outcome: helping owners close the gap between what they have and what they’ll actually need when they exit.
🧠What You’ll Learn
👉🏻How to calculate your Wealth Gap = (personal wealth + business value at retirement) - (personal wealth + business value today)
👉🏻Why a written plan to exit is critical to achieving your retirement plans
👉🏻The true cost of selling your business - and how to maximize it
👉🏻The advisors you need on your team to get the results you desire
👉🏻meet other business owners who want to increase the value of their business too
🎙️Featured Speakers
Cassie Rector
CEPA, Financial Advisor - Edward Jones
Amanda Leija
CEPA, Financial Advisor - Edward Jones
👥Expert Panelist
Alan Bennett, CEPA, Business Coach
Chad Cummings, Attorney
Jessica Witherspoon, Attorney
Art Richey, SBA/Regions Bank
Itzel Sims, SAB/First Security
Austin Malone, CPA
Assembling this level of advisory team: CPA, attorneys, financial advisors, lenders, seasoned operators would normally require writing several large checks. Conservatively, $2,500+ for a coordinated hour. Instead, you get two hours of access, live Q&A, a structured case study, and dinner, all complimentary and purely educational. No sales presentations. No product pitches. Just strategy. That’s access most business owners never give themselves.
📅March 4th • 🕛6:00 - 8:00 PM • 📍Maumelle Country Club, Maumelle, AR • 😋Food Available
NETWORKING • EXPERT PRESENTATION • ADVISOR PANEL • TAKEAWAYS • Q&A
Know Someone Who Needs Tax Support?
Our practice is currently accepting new clients!
We specialize in year-round tax strategy, bookkeeping, and advisory support for individuals and businesses. If someone you know could benefit from a more responsive and knowledgeable CPA, feel free to share this newsletter with them or connect us directly.
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