Millions of business owners are approaching retirement over the next decade, yet most have not developed a clear succession plan for their company. Studies show that nearly two-thirds of family-owned businesses lack a documented succession plan, which often leads to lower business value, delayed exits, or businesses closing entirely when owners step away.

In this presentation, Anthony Perez explores what business owners should be doing three to five years before transitioning out of their company. The discussion goes beyond financial statements and addresses the key drivers that determine the value and transferability of a business—leadership depth, operational independence, customer concentration, and long-term strategic planning.

Anthony also addresses the emotional side of transition, including identity, control, and the fear many owners experience when considering life after the business they spent decades building.

Attendees leave with a clearer understanding of:

– What truly drives the value of a business
– The most common mistakes owners make when preparing to exit
– How to align business strategy with personal financial goals