Plan Better For the Exit of Your Business

Your Optimal Exit Awaits!

Want to learn how? Join Plan Better For the Exit of Your Business hosted by Steve DeTray.

We invite you to join us for an exclusive and enlightening webinar experience that will provide you with the knowledge and tools needed to make informed decisions about selling your financial services business successfully.

What You'll Learn:
At Plan Better For the Exit of Your Business, Steve will guide you through the intricacies of selling your financial services business. Discover the crucial factors that impact the valuation of your business, explore proven negotiation tactics to secure the best deal, and gain a comprehensive understanding of the step-by-step process involved in a successful sale. Real-world success stories and case studies will shed light on what works best in today's market. Plus, we'll have a dedicated Q&A session where you can interact with our panel of experts, ensuring all your burning questions are answered.

Why Attend:
Whether you're contemplating an exit strategy or looking to maximize the value of your financial firm, this webinar is your gateway to financial success. We understand that selling a business can be a complex and daunting endeavor. That's why we invited Steve to help demystify the process, providing you with the insights and confidence needed to achieve the best outcome for your business.

Sign up now for Plan Better For the Exit of Your Business on Wednesday, February 7th at 11:00 am CST.

Meet Your Host, Steve DeTray

Steve DeTray started his career in 2004 in wealth management, helping business owners plan for the sale and exit of their business. Steve’s main focus was on income and estate planning that came after the sale of the business. He also helped with the transition to retirement and the challenges of this new unknown season of life ahead. As a lifelong learner and reader, Steve was ideally suited to remain current with the quickly changing, emotional, and complicated environment in which the business owner had to navigate to be successful.

In 2019, Steve sold his extremely successful wealth management practice for below the
industry average. He learned from this experience and became very motivated to help others sell their businesses for significantly above the industry averages, and at high multiples. Now as a certified Value Builder Advisor, Steve is an expert at building value and developing a plan for a successful exit using Value Builder’s systematic approach to measure and grow the value of a business. Steve adds extra value by helping businesses take advantage of specialized tax credits and find many types of cost savings. This “hidden money” has provided an average savings of $200,000 for his clients. More than that, he is a skilled facilitator who helps enable businesses to thrive without their owners, thus enabling them to gain back control of their lives or exit their business.

See You on Wednesday, February 7th at 11:00 am CST!