Four Paths to a
Thoughtful Business Exit

A Complimentary Event for Business Owners & Life Partners

Hosted by Clute Wealth Management
October 2, 2025 | 11:30 AM – 2:00 PM (Lunch provided)
West Side Ballroom, Plattsburgh, NY
Busienss-Exit-trans

What You’ll Learn

You’ll walk away with insight into:

  • 4 Common Exit Paths—and how to think through which one might fit your situation
  • Key planning steps to take now, whether your exit is 1 year or 10 years away
  • Understand how your personal finances connect to business decisions
  • Options for selling to employees, family members, or outside buyers

Who Should Attend

This event is tailored for:

  • Small business owners in New York and Vermont
  • Their spouses or life partners
  • Business partners thinking ahead

Why Clute Wealth Management?

As a woman-owned, independent financial planning firm rooted in the North Country, CWM brings a personalized and objective approach. Our team includes professionals with specialized credentials in both personal and business planning. We work closely with a trusted network of local professionals to support each step of your journey.

Reserve Your Spot

This event is complimentary, but seats are limited.
Please RSVP by September 23.

Meet the Speakers

  • Lynne Silva, Founder, The Silva Group, LLC
  • Matt Cropp, Co-Executive Director, Vermont Employee Ownership Center
  • Your hosts, the Clute Wealth Management Team, CERTIFIED FINANCIAL PLANNER® professionals serving business owners

Questions?

Call Clute Wealth Management at (518) 561-5707. We’d be glad to help.

 

Clute Wealth Management is an independent firm offering financial guidance for life’s most important transitions. Member FINRA/SIPC. VEOC and Silva Group are not affiliated with LPL Financial or Clute Wealth Management.

Tracking #782223-02-01 8/12/25 
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