Description

Thinking about stepping away from your business someday? Whether retirement is right around the corner or still years away, it’s never too early to start planning. Join us for a practical and informative Lunch & Learn featuring experts Erin Thrash and Will Mitchell, who will walk you through key strategies for setting up your business for a smooth and successful transition.

We’ll cover:

• Choosing the right business structure
• Understanding your financials (balance sheet, P&L)
• Retirement plan options: 401k, SEP IRA, and more
• Insurance essentials for business continuity
• Exit strategies: selling to partners, family, or third parties
• Real-life case studies of what happens when there’s no plan in place

Bring your questions — and your appetite — for this must-attend session designed to help business owners retire with confidence and peace of mind.

Speakers: 

Erin Thrash with Thrash, Carroll & Sanchez Law Group

Erin Thrash BIO: Practicing law is a passion not a job. I love the connection with the families and the problem-solving component dealing with unique issues within a family that I have with my clients. Many of my clients are 3 generations in the same family. I have been board certified in estate planning and probate law for over 20 years and have practiced in Lake Travis for over 25 years. Our firm recently expanded to the Marble Falls, Horseshoe Bay area. The law firm specializes in probate, estate planning – Wills, Trusts and asset protection for families and business formation and succession planning for their businesses.

Will Mitchell with Mitchell & Associates Wealth Management

BIO and headshot coming soon!