Leaving Your Legacy: Building an Exit Strategy

Dennis Leininger brings 35 years of experience to our show and fully understands the complicated nature of structuring sale agreements. Dennis holds a CEPA designation (Certified Exit Planning Advisor) and the ASBC (Accredited Small Business Consultant) designation, which along with his years of business experiences, positions Business Transition Solutions to guide clients on their business operations. Today, he joins Keara Bradley to discuss the succession process.

Keara Bradley joined Oak Street Funding in 2023 with over 5 years of lending experience and a Bachelor of Business Administration from the Kelley School of Business at Indiana University. As a trusted advisor to business owners across the country, Keara’s financial knowledge and expertise has helped those business owners grow their businesses into successful companies. In this webinar, Keara will be joined by Adriene McCance from UPTIQ to unpack the latest trends, strategies, and risks in AI.