About the Webinar

Will Your Business Sale Fund the Retirement You Want? 

Most business owners focus on maximizing their sale price. But the real question is: 

Will the proceeds from your business support the lifestyle you want after you exit? 

Without the right planning, taxes, valuation gaps, and poor coordination between advisors can significantly reduce what you keep. 

Join our panel of financial, tax, and legal professionals to learn how to prepare for a successful business transition—and turn the value you've built into lasting financial security. 

What You'll Learn 

- How to determine whether your business sale can support your retirement goals 
- Common mistakes that can reduce the value of your exit 
- Strategies to help preserve more of your wealth 
- Why tax, legal, and financial planning should work together 
- Key steps to take before you sell your business 

Who Should Attend 

- Business owners planning an exit within the next 1–5 years 
- Founders and CEOs exploring succession options 
- Family-owned business leaders focused on legacy and income sustainability 

Learn how to align your business exit with your long-term financial goals and gain practical insights from professionals who help business owners navigate the transition.

About Our Speakers: 

Bobby Mascia works closely with founder-led companies to align business value with long-term financial independence, with a focus on succession, exit readiness, and integrated planning. As a Certified Family Business Specialist, he advises New Jersey business owners on the financial decisions that shape retirement, liquidity, and legacy.

Krista Fenske is a Trusts & Estates Attorney with 16 years of experience. Krista helps individuals, families, and business owners create thoughtful estate plans that protect what matters most.  Krista's practice focuses primarily on estate, trust and gift tax planning as well as family business succession, guiding clients through complex decisions with clarity and care.

Estate planning is about more than documents—it is about understanding each client's values, priorities, and vision for the future. Because every family has a unique story and dynamic, Krista takes a personalized, bespoke approach to every engagement.  She listens carefully, provides practical guidance, and crafts customized strategies designed to preserve wealth, minimize uncertainty, and bring lasting peace of mind.

Clients appreciate Krista for her compassionate, approachable style and her commitment to making what can feel like an overwhelming process both understandable and reassuring. Krista's goal is to build lasting relationships founded on trust, ensuring that each client feels heard, supported, and confident that their legacy will be protected according to their wishes.

Mitchell Sharpe is a Certified Public Accountant, trusted business advisor, and entrepreneur who helps business owners navigate growth through proactive financial strategy and tax planning. Prior to co-founding The Sharpe Group in 2023, Mitch built and led a successful public accounting firm before bringing his experience and client-focused advisory approach to TSG.

Mitch works closely with business owners to help them achieve their short and long-term goals, both personal and professional. With a focus on scaling for growth, he develops strategic plans that help clients navigate changing market conditions while keeping them on track toward their long-term objectives. Through proactive tax planning, Mitch ensures tax strategies are continually monitored and adjusted as their businesses grow.
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Mitch is a member of both the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He received a Master of Business Administration in accounting and a Bachelor of Arts in economics from Rutgers University. In his free time, Mitch enjoys fishing, hiking, reading, and spending time with his family.


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