Successful Exit Planning: An Overview for Surety Professionals and their Contractor Clients

When:  Jun 28, 2023 from 02:00 PM to 03:00 PM (ET)
Associated with  NASBP General

Amid what has been called the “Great Retirement”, many construction company owners may find themselves asking, “what happens when I want to retire;” and if that is not something that they have considered yet, it’s something that they should definitely consider now.

During this NASBP Virtual Seminar, we will be joined by three experienced construction CPA’s who are participants on the NASBP CPA Advisory Council: David Jean of Albin, Randall & Bennett; Marty McCarty of Marcum; and Julian Xavier of CliftonLarsonAllen LLP, who will share an overview of the exit planning process as well as the internal and external exit planning options that they see in the construction space. They will discuss and share stories from the field and examine what various exit plans can look like on a contractor’s balance sheet. You won’t want to miss this insightful overview of exit planning.