12:00 PM - 12:30 PM MT
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’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.
Preparing Your Business for Sale or Succession from a Financial Planning Perspective
Presented by: Matt MacLean, Private Wealth Advisor, Affirm Wealth Advisors
Preparing Your Business for Sale or Succession from a Tax Planning Perspective
Presented by: Adam Cary, CPA, CEPA®, Cary Millar, PC
Co-Hosted By: Affirm Wealth Advisors & Cary Millar, PC
RSVP Requested: To receive a spot:
RSVP Phone Number: 623.972.3133
RSVP Email: nicole.dimodica@ampf.com
Microsoft Teams
(phone: 6239723133)
This is an informational seminar. There is no cost or obligation.
Adam Cary and Cary Millar, PC is not affiliated with Ameriprise Financial Inc.
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
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
©2026 Ameriprise Financial, Inc. All rights reserved.
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