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Safeguarding Your Growing Wealth: Key Strategies for Protecting Your Assets

If you’ve experienced increased profitability through the years, it is likely that the value of your business has also increased. If you own the real estate where you operate, chances are the property is worth many times what it was purchased for when the company was founded. The combination of these illiquid assets poses a challenge for protecting your net worth and creating sustainable intergenerational wealth. In this webinar, we provide you with strategies you can implement to help you tackle these important issues:

1. Funding Your Exit Strategy: Discover ways to finance the buyout of your ownership interest while ensuring sustained operational growth.
2. Real Estate Management: Explore approaches for handling the property where your business operates, maximizing its value, and minimizing risks.
3. Addressing Generational Ownership: Learn how to protect multiple owners at various career stages, ensuring a fair and secure environment for all stakeholders.
4. Legal Safeguards and Risk Management: Determine which essential legal documents and insurance policies are the most important to mitigate risks to your wealth.


Fill out the form below and we will send you a link to the webinar replay via email.

Registration is now open for the LBM Strategies 2024 Conference