Free Webinar
Optimizing Your Exit: How Your Financials Impact Business Valuation, Continuity, and Succession

This session explores how your financials impact business valuation, continuity, and succession planning. Drawing on experience with hundreds of green industry business owners, we’ll highlight the financial practices that drive stronger valuations and smoother transitions. You’ll gain insight into how buyers evaluate businesses and what drives value. We’ll also cover real-world scenarios—such as partner exits, generational transfers, and unexpected events—and outline a practical approach to building a succession plan that protects your legacy.

  • Carla Policastro, CPA & Joe Policastro

    Webinar Host - Cycle CPA

  • Phil Harwood, Esq.

    Webinar Host - Tamarisk Business Advisors

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