ELITE-EXIT ROUND TABLE
Get The Elite-Exit For Maximizing Value
And Be Ready For Transition At Any Time
Without Stress Or Uncertainty That Leads Business Owners To Be Blindsided
Without Stress Or Uncertainty That Leads
Business Owners To Be Blindsided
Cassie Kang
Certified Financial Planner™ with 18+ years managing $450M+ in assets, specializes in creative entrepreneurs and business owners, CEPA for exit planning, CPWA® for high-net-worth clients, featured in top industry events and media
GROW AND EXIT YOUR BUSINESS WITH CONFIDENCE!
Upcoming Round Table Dates: January 08, 2025 @ 11:00 AM PST
*This Exclusive Live Round Table is for Business Owners With $ 2M+ In Revenue
ThE ELITE-EXIT Round Table Is For You If Any Of These Struggles Resonate With You:
Is your heart too tied to your business to consider letting go?
Do you know your business's true market value and but have no idea how to maximize it?
Is your business NOT structured to minimize taxes upon sale?
Are post-exit financial security concerns delaying your planning?
Are you unsure about your exit options or their potential consequences?
Do you want to protect key employees during ownership transition but don't have concrete plans?
Are personal or economic uncertainties hindering your exit strategy?
Exit Planning Is Not About The Ending, It Is About
Building A Sellable Business
Meet Your COACH
CASSIE KANG
I'm Cassie, a Certified Financial Planner™ Practitioner with over 18 years of experience managing $450+ million in assets. My passion is helping creative entrepreneurs in the entertainment industry and business owners achieve their financial goals.
As a Certified Exit Planning Advisor (CEPA), I specialize in guiding business owners through smooth and optimal exits, even in the most complex scenarios.
Now, I'm inviting you to my upcoming workshop where I'll share my proven strategies for maximizing your business value and securing your financial future. Using my expertise from working with hundreds of accomplished entrepreneurs and retirees and as a Certified Private Wealth Advisor®, I'll show you how to navigate the unique challenges faced by high-net-worth individuals and business owners.
CASSIE KANG
I'm Cassie, a Certified Financial Planner™ Practitioner with over 17 years of experience managing $450+ million in assets. My passion is helping creative entrepreneurs in the entertainment industry and business owners achieve their financial goals.
As a Certified Exit Planning Advisor (CEPA), I specialize in guiding business owners through smooth and optimal exits, even in the most complex scenarios.
Now, I'm inviting you to my upcoming workshop where I'll share my proven strategies for maximizing your business value and securing your financial future. Using my expertise from working with hundreds of accomplished entrepreneurs and retirees and as a Certified Private Wealth Advisor®, I'll show you how to navigate the unique challenges faced by high-net-worth individuals and business owners.
Why You Need The ELITE-Exit
According to the Exit Planning Institute's research, 99% of the owners agree with this statement👇:
"Having a transition strategy is important both for my future and
for the future of my business."
YET....
- Exit Planning Institute State of Readiness Report, Colorado - 2022
- Exit Planning Institute State of Readiness Report,
Colorado - 2022
The ELITE-Exit is the Ultimate Business Owner's Round Table to Help Transform Your Exit into a Profitable, Lasting, and Fulfilling Legacy
You will learn:
How to assess company's current market value and its potential future worth, unlocking pathways to maximize your exit.
The secret to timing your exit for optimal profit.
How to protect your business from the unforeseeable events (5D's).
How to identify profit, value and wealth gaps and strategize to bridge these gaps for successful transit.
How to assess your business attractiveness.
How to prepare personally for a fulfilling life filled with meaning.
How to be financially prepared post-exit and take care of the employees.
How to ensure your business thrives long after you're gone.
The roadmap to transform from stressed-out owner to savvy investor.
Join The Elite Group Of Owners
Who Refuse To Leave Money On The Table
Join The Elite Group Of Owners Who Refuse To Leave Money On The Table
CASE STUDIES
Design Elegance, a $2 million remodeling business, faced a major challenge: it had no transferable value due to its reliance on owner Susan. Through exit planning, Susan now has a strategy to turn this unsellable business into a valuable asset within 3-5 years, aiming for a sale of $1.6-$2.5 million to fund her retirement. The plan focuses on building intangible assets by grooming a successor, documenting processes, transitioning customer relationships, and structuring a phased ownership transfer. This strategy highlights how even unsellable businesses can be transformed into valuable, transferable assets.
David, the owner of a $1 million turnover software business, initially believed his business was worth between $800k and $1.2 million, which was insufficient for his retirement. Over two years, by integrating exit planning into his ongoing business strategy, David successfully sold his business for $2.6 million within just three months of going to market.
YOU COULD BE NEXT!
Don’t leave your business to chance and risk becoming part of the 50% involuntary exit statistics. Be someone who prepares for a smooth transition to your next chapter.
YOU COULD BE NEXT!
Don’t leave your business to chance and risk becoming part of the 50% involuntary exit statistics. Be someone who prepares for a smooth transition to your next chapter.
Frequently Asked Questions:
"I'm not planning to sell my business anytime soon."
Exit planning isn’t just about selling your business. It’s about building a robust business that can thrive without you, maximizing its value, and providing you with peace of mind. Whether you plan to sell in 5 years or 25 years, a solid exit plan ensures you’re always ready for any opportunity or unexpected event.
"I already have a financial advisor; I don’t need exit planning."
While financial advisors are crucial, exit planning encompasses much more. It integrates financial planning with business strategy, personal goals, and market conditions, ensuring that every aspect of your business and personal life is aligned for a successful transition.
"What exactly is exit planning, and why is it important?"
Exit planning is the comprehensive preparation for the eventual transition of your business. It’s important because it helps you maximize the value of your business, ensures a smooth transition, and aligns your business and personal goals for a successful future.
"I'm not planning to sell my business anytime soon."
Exit planning isn’t just about selling your business. It’s about building a robust business that can thrive without you, maximizing its value, and providing you with peace of mind. Whether you plan to sell in 5 years or 25 years, a solid exit plan ensures you’re always ready for any opportunity or unexpected event.
"I already have a financial advisor; I don’t need exit planning."
While financial advisors are crucial, exit planning encompasses much more. It integrates financial planning with business strategy, personal goals, and market conditions, ensuring that every aspect of your business and personal life is aligned for a successful transition.
"What exactly is exit planning, and why is it important?"
Exit planning is the comprehensive preparation for the eventual transition of your business. It’s important because it helps you maximize the value of your business, ensures a smooth transition, and aligns your business and personal goals for a successful future.
"How does exit planning benefit my business in the short term?"
In the short term, exit planning improves your business operations, increases efficiency, and enhances profitability. It also provides a clear direction and ensures that your business is always ready for any opportunity or challenge.
"What if market conditions change? How flexible is an exit plan?"
An effective exit plan is dynamic and adaptable to changing market conditions. It includes regular reviews and adjustments to ensure it remains relevant and effective. We’ll teach you how to create a flexible plan that can pivot as needed.
"Can exit planning help if I want to pass my business to a family member?"
Absolutely. Family business transitions require careful planning to address issues like succession, family dynamics, and fair valuation. Our event will cover these unique challenges and provide strategies for a smooth and successful family transition.
Imagine achieving your own incredible exit success story:
maximized profits, a thriving legacy, and a fulfilling future await.
Imagine achieving your own incredible exit success story:
maximized profits, a thriving legacy, and a fulfilling future await.
As a special bonus for joining the challenge, you'll get access to:
Daily VIP Q&A sessions with Cassie to get your specific questions answered
A private Facebook community for the round table participants to connect and support each other
Downloadable E-book to guide you through the ELITE-Exit
Complimentary Personal Exit Planning and Business health check assessments
Daily VIP Q&A sessions with Cassie to get your specific questions answered
A private Facebook community for the round table participants to connect and support each other
Downloadable E-book to guide you through the SMART-Exit
Complimentary Personal Exit Planning and Business health check assessments
CK Wealth Management Group, LLC and Cassie Kang offer Investment advice through Brookwood Investment Group, LLC, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Brookwood”). Brookwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood offers, or that or its personnel possess a particular level of skill, expertise or training. Insurance products may be offered through Brookwood Insurance, LLC. Brookwood Specialty Insurance, LLC. Important information and disclosures related to Brookwood are available at http://www.brookwoodinvestmentgroup.com. Additional information pertaining to Cassie Kang and/or Brookwood’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
The views and opinions expressed here are CK Wealth Management Group, LLC and Cassie Kang alone and do not represent the official views of Brookwood Asset Management, LLC or any of their affiliates. Nothing available on this Website constitutes investment advice, tax or accounting advice, legal or regulatory advice or an offer to sell or a solicitation of an offer to buy any security.
This website is limited to the dissemination of general information pertaining to advisory services and may contain additional investment-related information, publications, and links. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. CK Wealth Management Group, LLC and/or Cassie Kang is not an attorney or a tax professional and nothing on this website should be considered tax or accounting advice, legal or regulatory advice.The website may contain links to articles or other information that are contained on a third party website. CK Wealth Management Group, LLC does not endorse or accept responsibility for the content, or the use, of the website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. CK Wealth Management Group, LLC assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Websites such as this are not impartial and are provided in connection with advertising and marketing of CK Wealth Management Group, LLC and Cassie Kang’s services. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor’s own situation. You must be aware that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken by us will be profitable or equal any historical performance level(s). While we may have established presence on one or more social media pages, CK Wealth Management Group, LLC, Cassie Kang, or Brookwood is not affiliated with Facebook, LinkedIn, Twitter, Youtube,
Google+ and/or Instagram. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by any third parties on social media sites. We have no control over how the social media sites or other third parties will use the information you share. To view the privacy policy of the Registered Investment Advisor we are associated with please go to:
https://brookwoodinvestmentgroup.com/.
We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. No client was compensated to follow any social media page or connect with us. The appearance of those people that have chosen to follow or like our social media pages or connect with CK Wealth Management Group, LLC., or Cassie Kang and/or Brookwood does not constitute a testimonial for endorsement of me, CK Wealth Management Group, LLC, Brookwood or its affiliates, or any of our services. It is not known whether such individuals approve or disapprove of our services. It’s also important to note that specific financial questions on account information can’t be posted, by a client or an advisor. Due to industry regulations, please do not post any comments on social media pages. The entire content of social media sites that we participate in, including third party posts, is archived by Brookwood to comply with securities regulations. We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on any social media site. As convenient as it is to message people within Facebook and Twitter, we will not be able to return messages within those social media channels. We will respond, but will do so from our business email account. We appreciate the time you took to learn how to connect with us online, and we look forward to providing you with interesting industry content.