Plan Your Deal of a Lifetime In 2021

Get what you deserve for your business.

 Join us for our free webinar Plan Your Deal of Lifetime in 2021 and learn everything you need to know about planning your business exit and achieving your goals.

During our recent webinar, Look Forward To Your Exit In 2021, we spoke to two owners – Tim and Gerard – who are in the process of successfully navigating their exits.

Both owners told us just how invaluable our six-step framework was for them – even though their businesses and personal situations are quite different.

Here’s what they had to say:

Tim: “It provided a framework for our process… particularly, for calculating the Wealth Gap – what we had and what we needed to get from the sale – so that we had a much clearer picture of what our options were, determine which was the best for us, and it ultimately helped us get to where we are today.”

 Gerard:  “[The six-step process] gave me direction – the first step and most important step for me was preparation. Before, I was all over the place … trying to find information about taxes, types of sales … also, I was concerned about my employees and what might happen to them. I needed to focus. What is it that I need to do? What are my goals? What am I trying to achieve? It gave me a roadmap, looking at my Wealth Gap, etc., but also figuring out what I wanted to do personally. How would I spend my time? It was key in determining what was most important to me – both, financially and personally.”

Tim and Gerard are proof positive of how our six-step process works and they’re just two of the dozens of business owners we’ve worked with during the last decade.

Don’t let another year go by without having a plan for your business and your life. 

Register For This FREE Webinar


Date: Wednesday, January 6th

Time: 12:00–1:00 PM EDT

Register Now
You must register and attend the live event to access the content and tools. No recordings will be provided.
  • Prepare yourself for the transition
  • Assess how financially dependent you are on your business proceeds
  • Figure out the best way to maximize business value before you sell
  • Evaluate internal and external exit or transfer options
  • Understand the “art” of positioning your business, finding the right buyer, and negotiating the best possible deal
  • Implement your personalized business exit plan
  • Income and retirement planning that is critical to your success
  • How to bridge the gap if your business is not worth enough to exit right now
  • How planning in advance will minimize your taxes
  • Our new EXPERT PEER Group for business owners that will launch in early February!
Limited Seats Available!
Register Now to Reserve Yours.
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Your Transition Mentor – Jane M. Johnson, CPA, CM&AA, CBEC
•  Winner of 2020 Silver Stevie Award Female Entrepreneur of the Year – Business Services (Small)
•  President and co-founder of Business Transition Academy, Inc.
•  Certified Public Accountant and Management Accountant
•  Certified Merger & Acquisition Advisor
•  Certified Business Exit Consultant
•  Professional Family Business Advisor
•  Business Transition Mentor for more than 100+ owners since 2009
•  Founder and board member of N.E. Chapter of Alliance of Merger and Acquisition Advisors since 2014
•  Received Excellence in Exit Planning Achievement Award from Pinnacle Equity Solutions in 2010
•  Vistage CEO and Trusted Advisor member 12+ years

Special Guest – Gregory A. Farland, CFP® AIF® CExP™
Greg Farland is the founder and CEO of Alliance Private Wealth, formerly known as The Farland Group. Having previously operated an independent franchise with Ameriprise Financial, Greg began his career as a financial advisor in 1998. In addition to applying his knowledge and expertise to long-term, full-service financial planning at Alliance Private Wealth, Greg also specializes in business exit planning. He has the knowledge and experience to assist business owners in navigating one of the most important financial decisions they will ever make. 

Greg’s designations, experience, honors, and accolades include:

•  Greg is a CERTIFIED FINANCIAL PLANNER professional, Certified Exit Planner, and Accredited Investment Fiduciary®.
•  He is the recipient of the Five Star Wealth Manager Award,* which he has earned every year since its inception in 2010.
•  He is recognized by Commonwealth Financial Network as a Chairman’s Level Advisor each year from 2015 to 2018, which is a distinction based on annual production and held by only the top 3% of Advisors.  by only the top 3% of Advisors.

Learn more about Greg and Alliance Private Wealth.

"By joining the Business Transition Academy, you are choosing to be the architect of your future. You are choosing to achieve your own financial and non-financial goals. And you are choosing to prepare your business to carry on without you in order to preserve the mission, legacy, and careers of your dedicated management team and employees."

– Bruce Raymond Wright, Author of "Transcendent Thought and Market Leadership 1.0" & Inventor of Macro Strategic Planning

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