What is an Exit Plan & Why Do I Need One?

Description

Lunch & Learn Series
Join us for our monthly Lunch & Learn sessions—designed to deliver practical, business-focused insights in just an hour.

• November: Exit Planning for Agency Owners — strategies to prepare your business for a successful transition.

Every agency owner will eventually face a transition — the question is whether it happens by design or by default. Running a home care agency without an exit plan is like setting sail without a map — you may be moving forward, but not necessarily toward your desired destination. This Lunch & Learn will show you how an exit plan provides direction, helps you maximize the value of your agency, and ensures a smooth and successful transition when it’s time to move on or sell.

• December: AI & Revenue Tracking — leveraging technology to streamline operations and boost margins.

2026 sessions will be announced soon!

Zoom link: https://us06web.zoom.us/j/81099040555