Learn why you need an exit or succession plan, as well as common mistakes made during the process and the best strategies for success.

Hear from business-planning experts Kevin Kennedy and Joe Bazzano, of Beacon Exit Planning, who discuss how to get all of the proper financial and legal arrangements in place to preserve your business legacy and secure your financial future.

Kennedy, CEO of Beacon Exit Planning, specializes in exit and success planning for private business owners. He uses the experience of selling his 63-year-old roofing business — including the mistakes he made — to help others navigate the process more smoothly.

Bazzano, COO of Beacon, is a certified public accountant, certified valuation analyst and certified business exit consultant with more than 25 years of experience. He shows business owners how to increase the value of their companies and save on taxes.

With their knowledge and expertise, these professionals can guide you around the potential pitfalls of leaving a roofing business — either by choice or circumstance.