In the next 20 years, more than 90 million people in the US and Canada will be retiring. This will result in the largest generational transfer of wealth in history. There will also be a significant number of employees in key financial positions retiring. This session will provide a roadmap for business owners to develop an exit plan including tax considerations such as gifting and estate planning. The session will discuss the importance of identifying value drivers to increase the value of your business. This session will also provide insight on developing a succession plan for key financial positions and will include strategies to get your entire leadership team aligned to achieve the owner’s exit planning objectives.