Small Business Hot Topics- December 2025

Business Exit Planning

Join the FWC for Small Business Hot Topics on Thursday, December 4th from 12 PM - 1 PM. This bi-monthly lunch and learn series is designed to educate small business owners and provide resources to assist in today's business challenges. 

December’s session will feature Joe Walker, CFP®, CEPA®, CRPC™, Financial Advisor with Edward Jones, who will walk business owners through the fundamentals of succession and exit planning—an often-overlooked element of business strategy that can define your legacy and ensure a smooth transition on your terms.

In this session, Joe will share actionable insights to help you understand what exit planning really means, why it’s important to start now, and how to begin building a plan that safeguards your business’s value and continuity.

Special guest:
• Jeff Armstrong, Cultivate Advisors

What we’ll cover:

• Defining succession planning: What it is and why every business owner needs one.

• Why start now: The benefits of preparing early and aligning your goals for the future.

• Five steps to get started: A straightforward roadmap to begin shaping your exit strategy today.

Whether you’re years away from retirement or just starting to think ahead, this session will give you practical tools to plan confidently for the next chapter of your business.