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Level Up Webinar Series: May

Tuesday, May 23, 2023 (10:00 AM - 11:00 AM) (EDT)


In May’s Level Up Webinar, David Brinkman with Schneider Downs will cover how Proactive Exit and Succession Planning is Simply Good Business Strategy. Exit and succession planning is working with a business owner to articulate long-term personal, business, and financial goals. And then formulate a detailed plan to accomplish these goals. We’ll review common obstacles, how the process works, and business attributes to make a business more attractive and increase its value.

Meet the Speaker:

David is a Wealth Management Partner for Schneider Downs in their Columbus, Ohio Office with over 15 years of financial services industry experience. He predominantly works with high-net-worth individuals and families, not-for-profit entities, and retirement plans advising on various topics, including holistic financial planning, income tax optimization, asset allocation, portfolio construction, and estate planning strategies. Dave’s well-rounded financial education and experience have provided him with the skills to specialize in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals.

In addition, David co-heads our exit and succession planning practice focused on working with business owners to formulate a comprehensive plan for their business and personal life beyond the industry. The exit and succession planning process assesses a business owner’s readiness to exit their business, identities an individual’s potential weal gap, and a comprehensive assessment of the sellability of the company, and then how to improve the underlying critical drivers of the business to increase the value of the business.

Event Contact
Michelle Finney
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Tuesday, May 23, 2023 (10:00 AM - 11:00 AM) (EDT)
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