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BEGIN:VEVENT
DTSTAMP:20260415T022834
VTIMEZONE:America/Phoenix
DTSTART:20260505T190000Z
DTEND:20260505T193000Z
UID:1413321
SUMMARY:Exit Strategies 101: Preparing Your Business for Sale or Succession
LOCATION:Microsoft Teams
DESCRIPTION:Exit Strategies 101: Preparing Your Business for Sale or Succession\n\n05/05/26 12:00 PM MT\n - 05/05/26 12:30 PM MT\Description:\nSelling or passing on a business is one of the most important financial decisions a business owner will ever make. This seminar is designed to help you understand the key steps involved in preparing for a successful transition. You’ll learn how to increase the value of your business, avoid common pitfalls, and explore options for sale, succession, or legacy planning. Whether you're planning to exit soon or just starting to think about the future, this session will help give you the clarity and confidence to move forward with purpose.\n \n\nPreparing Your Business for Sale or Succession from a Financial Planning Perspective\n\nPresented by: Matt MacLean, Private Wealth Advisor, Affirm Wealth Advisors\n\n \n\nPreparing Your Business for Sale or Succession from a Tax Planning Perspective\n\nPresented by: Adam Cary, CPA, CEPA®, Cary Millar, PC\n \n\nCo-Hosted By: Affirm Wealth Advisors & Cary Millar, PC\n\n \n\nRSVP Requested: To receive a spot:\n\nRSVP Phone Number: 623.972.3133\n\nRSVP Email: nicole.dimodica@ampf.com\n\Details:\nThis is an informational seminar. There is no cost or obligation.\n\nAdam Cary and Cary Millar, PC is not affiliated with Ameriprise Financial Inc.\n\nAmeriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation\n\nInvestment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.\n\nSecurities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.\n\n©2026 Ameriprise Financial, Inc. All rights reserved.\n8764588ACMR0226\n\n \Location:\nMicrosoft Teams\n\n,
X-ALT-DESC;FMTTYPE=text/html:Exit Strategies 101: Preparing Your Business for Sale or Succession<br /><br />05/05/26 12:00 PM MT - 05/05/26 12:30 PM MT<br />Description:<br /><p>Selling or passing on a business is one of the most important financial decisions a business owner will ever make. This seminar is designed to help you understand the key steps involved in preparing for a successful transition. You&rsquo;ll learn how to increase the value of your business, avoid common pitfalls, and explore options for sale, succession, or legacy planning. Whether you're planning to exit soon or just starting to think about the future, this session will help give you the clarity and confidence to move forward with purpose.<br />
&nbsp;</p>

<p><strong>Preparing Your Business for Sale or Succession from a Financial Planning Perspective</strong></p>

<p>Presented by: Matt MacLean, Private Wealth Advisor, Affirm Wealth Advisors</p>

<p>&nbsp;</p>

<p><strong>Preparing Your Business for Sale or Succession from a Tax Planning Perspective</strong></p>

<p>Presented by: Adam Cary, CPA, CEPA&reg;, Cary Millar, PC<br />
&nbsp;</p>

<p><strong>Co-Hosted By:</strong> Affirm Wealth Advisors &amp; Cary Millar, PC<br />
<br />
&nbsp;</p>

<p><strong>RSVP Requested:</strong> To receive a spot:<br />
<br />
<strong>RSVP Phone Number:</strong> 623.972.3133<br />
<br />
<strong>RSVP Email: </strong><a href="mailto:nicole.dimodica@ampf.com">nicole.dimodica@ampf.com</a></p>
<br />Details:<br /><p>This is an informational seminar. There is no cost or obligation.</p>

<p>Adam Cary and Cary Millar, PC is not affiliated with Ameriprise Financial Inc.</p>

<p>Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation</p>

<p><strong>Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.</strong></p>

<p>Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.</p>

<p>&copy;2026 Ameriprise Financial, Inc. All rights reserved.</p>
8764588ACMR0226<br />
<br />
&nbsp;<br />Location:<br />Microsoft Teams<br /><br />,  
PRIORITY:3
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