It’s more than just a transaction. It’s a transition.

Three out of four business owners have seller's remorse within a year¹. The ones who avoid it? They didn't get lucky. They planned ahead.

That’s exactly who this exclusive webinar is built for—owners who want to get it right. Join us to discover:

How to time your exit and why starting earlier than you think matters
Tax strategies that can preserve significantly more of your proceeds
How to structure your wealth and income once the sale closes
Legacy and estate planning considerations that outlast the deal
What successful owners do differently before, during, and after the sale

Reserve your spot and start building the exit you've earned.

Can’t attend a live session? Continue to register and we’ll send you an on-demand version afterwards. .

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Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Your Hosts & Experts

Scott T. Hanson

Co-Founder and Vice Chair

CFP®

A nationally recognized authority on financial topics, Scott has been listed as one of the 25 most influential people in the financial services industry nationwide.+

Simone Devenny

Head of Private Wealth Strategies

Simone is a seasoned wealth management expert with more than 25 years of experience in estate planning, tax-efficient portfolio construction, and high-net-worth wealth transfers.

+Investment Advisor Magazine 25 Most Influential People in the Financial Services Industry: Investment Advisor Magazine’s 25 Most Influential People in the Financial Services Industry Award is selected by Investment Advisor Magazine based on nominations received for the award. The award is presented to individuals who Investment Advisor Magazine believes have had, or will have, the greatest influence on the financial services industry. Allworth Financial and Scott Hanson did not pay a fee to be considered for this award. Scott Hanson received the award in 2005.

1 https://blog.exit-planning-institute.org/emotional-considerations-transitions

97%

client loyalty 32,000+ Clients²

years in business $35 Billion AUM⁴

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About Allworth Financial

At Allworth, we deliver more than advice. We provide complete, personalized wealth planning from a team of in-house fiduciary experts. Our approach connects every part of your financial life, from investment management and tax planning to estate planning and insurance needs. Powered by advanced tools and guided by your goals, we’re here to optimize and align your strategy—now and for the future.

Your Host & Expert

Quinn Carlsen

Financial Advisor

CFP®

With extensive expertise in income and distribution planning for investors with complex financial lives, Quinn advises high-net-worth clients on the tax sequencing, withdrawal timing, and investment coordination that sustainable income requires. His work focuses on ensuring that no decision operates in isolation, and that every element of a client's financial picture is working together cohesively.