Planning your exit can feel overwhelming, but you don’t have to do it alone. To help you get started, we invite you to a complimentary webinar designed for business owners, founders, and leaders.
Exit Planning Strategies for Business Owners: How to Protect Your Legacy and Plan Your Next Chapter
Date: Wednesday, March 25, 2026
Time: 11:00 AM MST
Clear guidance. Practical planning tools. A path that supports both your future and your business. Learn how proactive planning strengthens value and sets your transition up for success.
Most business owners spend years building a strong, profitable company, but many wait too long to plan their exit. Delayed planning can lead to lower valuations, rushed transitions, and uncertainty for employees and clients. This webinar will walk you through how to prepare early, understand your options, and make choices that support long-term success.
Join Sorren’s Business Advisory and Valuation team for a practical, strategy-focused session designed to help you understand the transition planning landscape. We will explore valuation fundamentals, internal and external succession paths, and key steps you can take now to build a stronger, more succession-ready business.
Whether your goal is retirement in the coming years or simply protecting the future of your company, this webinar will equip you with clear next steps and helpful tools.
You will walk away with insights on:
- What valuation insights mean for timing, structure, and exit readiness
- Why business owners often misunderstand the true value of their company
- The difference between valuation multiples and real cash flow performance
- Common valuation myths that can derail exit expectations
- How strategic and financial buyers evaluate businesses differently
- How normalization adjustments impact reported earnings and value
Meet Your Presenters
Casey Karlsen | Director, Sorren
Casey Karlsen works with business owners across industries from construction and manufacturing to healthcare, retail, and professional services. With an entrepreneurial mindset and a passion for ownership, Casey guides clients through major transitions—including succession and generational wealth transfer—with clarity, strategy, and confidence.
Raymond Medrano | Partner, Sorren
Raymond Medrano specializes in business valuation, mergers and acquisitions, and financial consulting, helping owners understand their company’s worth, plan successful transitions, and pursue strategic growth. With experience valuing businesses from $200,000 to $200 million across diverse industries, he combines technical expertise with clear, practical guidance for matters ranging from succession planning to IRS and SBA-compliant valuations.
