This course will provide a high-level overview of comprehensive planning for business owners in the areas of wealth, financial and transition/exit.  Business owners must incorporate their enterprise into their wealth and financial plans well before the exit strategy is formulated and continually adjust the plan based upon changing life, economic and market conditions.  Wealth, financial and transition/exit planning will be discussed individually and in relation to each other and the comprehensive plan.  A well-developed plan incorporating a sound transition/exit strategy and tailored to the individual business owner’s situation will contribute to the financial well-being of current and future generations.