What’s Your Business Worth — and Is It Enough for Retirement?
Your business may be your largest asset—but is it creating enough personal wealth to fund the retirement you want? This class explores the “Wealth Gap” many business owners face: the difference between the value of their business and the personal wealth they will actually have available after an exit. Learn what drives business value, how valuation and exit planning fit together, and how taxes, transaction costs, and timing can affect the wealth you ultimately keep. You’ll leave with a framework for understanding your Wealth Gap and the steps that can help close it before you exit.
Sona Wealth - Mark Struthers
Instructor
Mark Struthers, CFA, CFP®, RMA®, is the founder of Sona Wealth Advisors, a fee-only fiduciary financial planning and investment management firm in Minnesota. Mark has 25 years of experience in the financial services industry and specializes in retirement planning, tax-efficient strategies, and helping individuals and families make informed financial decisions as they approach and move through retirement.
Mark holds the Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Retirement Management Advisor® (RMA®) designations. He is frequently quoted on financial planning and investment topics in publications including Bloomberg and MarketWatch. His approach focuses on making complex financial topics understandable and providing practical strategies people can apply to their own financial lives.
F26-2-94-01
Instructors:
- Sona Wealth - Mark Struthers
| Date | Time | Location |
|---|---|---|
| Tue, Dec 1st 2026 | 6:30 - 8:00 PM | Valley View Building |
