4 Paths to a Thoughtful Business Exit

A Complimentary Event for Business Owners

When is the Right Time to Step Back?

For many business owners, leaving your business can feel even more complex than starting it. Whether retirement is on the horizon, a sale is being considered, or you're simply planning ahead, you don’t have to figure it out alone.

This in-person lunch event offers practical guidance from a team of seasoned professionals who understand both the financial and emotional challenges of preparing for a successful business transition.

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

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
• Professionals who advise or serve small business owners

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

Why Clute Wealth Management?

As a woman-owned, independent financial planning firm rooted in the North Country, Clute Wealth Management 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.