Business Owners: Unlock the Wealth You’ve Built Workshop

JOYN Advisors, Inc.
Business Owners: Unlock the Wealth You've Built Workshop

Friday, June 07, 2019, 12:00 PM - 1:30 PM

Would you invest your entire nest egg in a single stock?

Probably not. Yet when you own your business, your wealth may be locked up in the same way. And many business owners believe that there is only one option to gain their wealth in their business: by selling their company.
Yet in reality, if your business generates at least $1M EBITDA, you have MANY OTHER OPTIONS (including some intriguing tax opportunities) to unlock the wealth in your company now and over time - without selling or losing control.

Presented by BCN member Marc Lewyn, CEO of Strategic Liquidity Services at JOYN, this valuable workshop highlights:

  • Models to generate liquidity now (and over time) to diversify your wealth beyond your business
  • Strategies for generating liquidity without selling or giving up control
  • Ways to get cash out of your business yet still maintain important relationships and focus on the parts of the business you enjoy
  • Opportunities to retain more of your net proceeds and increase your satisfaction if/when you decide to sell

The workshop will be held at BCN member restaurant Davio's Northern Italian Steakhouse and will be a small group of business leaders, innovators, and professionals. After the workshop, we anticipate time for some 1:1 networking to share potential business ideas between attendees.

You have more options than you think. Join us and learn them.  We look forward to seeing you there! 


Davio's Atlanta
3500 Peachtree Rd NE,
Atlanta, Georgia 30325

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