Event Calendar

Exit Planning for Business Owners
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 As a business owner, having an exit strategy helps define how you’ll leave your business, and it gives you a clear roadmap of what steps you can take to ensure a successful transition, on your terms. Join Sabrina Carlson Financial Advisor, Edward Jones and Coconino SBDC for Business owner exit planning.

Bring your lunch and learn:

  • What is succession or exit planning?
  • Why you should start exit planning now
  • Five Steps to help you get started

Speaker(s): Sabrina Carlson, CFP®, CEPA ®, CSRIC®Financial Advisor, Edward Jones

Co-Sponsor(s): Coconino SBDC

 
Date:
Wednesday, August 27, 2025, 12:00pm - 01:00pm