Paving Your Yellowbrick Road with Gold, Not Gloom

with Leslie Shiner

When: Friday, May 16th

Time: 12 - 1:30 pm

Where: McGinnis Park Golf Course

350 Smith Ranch Road

San Rafael, CA 94903

Most small business owners are an independent sort—they start their own business, begin small, and then possibly grow over time. However, at some point every business owner faces an inevitable question: How do I leave my business, on my own terms, and in my best financial interests? Explore key considerations of the two primary exit strategies: liquidation or continuation. Whether you’re years away from exiting or preparing for an imminent transition, this session provides actionable steps to secure the legacy and financial outcomes you’ve worked hard to achieve. This session is for you to consider your own path as well as help your clients start thinking and planning for an exit.

Session Objectives:

• Understand the two primary strategies—a short-term solution (fast money, less risk, but less long-term potential) and the long-term solution (less immediate money, more risk, but also the potential for greater long-term gain)

• How to choose between the two strategies

• Key steps to take once an exit strategy has been chosen

Leslie Shiner—author, speaker, and trainer—has more than twenty-five years’ experience as a financial and management consultant. She is the owner of The ShinerGroup, a firm which provides top-level financial and management consulting for the construction industry, helping businesses maximize profits and gain financial control. Leslie Shiner is the author of A Simple Guide to Turning a Profit as a Contractor. She is an Advanced Certified QuickBooks ProAdvisor and Sage Certified Consultant. She frequently speaks at industry conferences and continues to receive high praise for her ability to make financial management interesting, understandable, and even entertaining.