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Member-to-Member Workshop: Exit Planning

January 13, 2026 8:00 AM - 9:00 AM (CST)

Description

Five Things Every Business Owner Should Know About Exit Planning

A John Hancock presentation hosted by
John Garrett, CFP, CEPA
Financial Advisor

As Certified Exit Planning Advisors (CEPA®), Will of John Hancock and John of Edward Jones are equipped with the training, tools and expertise to help business owners strengthen their companies and plan confidently for the future. Through the CEPA® credentialing program, they take a holistic approach to exit planning, helping owners prepare for life beyond their business while building significant enterprise value well in advance of a transition.
CEPA® advisors guide business owners through effective exit strategies and also provide insight on personal and financial considerations that support long-term success. Both Will and John are passionate about educating business owners and helping them grow enterprise value in a thoughtful, strategic way.
This educational presentation is best suited for business owners with a minimum annual revenue between $3 million. 
Doors open at 7:45 a.m. with the event starting promptly at 8:00 a.m.

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Contact Information

Mobile Chamber
Name: Shana Jordan
Email: sjordan@mobilechamber.com
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