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Great Selling Starts with Great Planning At RKCA, we believe that the process of selling your business starts years before you decide to sell your business. Our friends at Bartlett Wealth Management feel the same way. That's why Brent Rippe of RKCA teamed up with Holly Mazzocca, CFP® and Jason Katz, CPA, CFP®, CEPA of Bartlett Wealth Management to talk through what business owners need to know as they begin to think about selling their businesses. Watch the webinar at the link below! (60 mins) Together we cover: 1- Defining your purpose and goals 2- Assessing the timing of a sale that aligns with your goals 3- Addressing the gaps within your business ahead of a sale 4- Identifying the team that will help you cross the finish line 5- Understanding different types of buyers and the market Our audience also asked a few questions. If you have specific questions about your business, you can reach out to Brent Rippe (brippe@rkca.com) or respond to this email directly! https://lnkd.in/gtQiuzt7

Holly Mazzocca, CFP®

Passionately crafting family legacies

2mo

What a great event this was! Thanks to Brent Rippe and Jason Katz, CPA, CFP®, CEPA for sharing your book smarts AND your street smarts with us.

Jason Katz, CPA, CFP®, CEPA

Empowering Business Owners and Families for Financial Success

2mo

This was a fun event! Thanks Brent Rippe and Holly Mazzocca, CFP® for the lively discussion. There are so many ways we can help business owners and their families fulfill their purpose!

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