XPX Hartford - Exploring Owner Goals and Objectives with a Transition

When
October 17, 2018
8:00 AM - 10:00 AM
Location
The Hartford Club, 46 Prospect St, Hartford, CT
Registered
30 registrants

Registration

CT and Tri-State Members
Non-members (after 10/14) – $90.00
Non-members Early Bird (through 10/14) – $75.00
Same Day Registration/Walk-In Fee – $100.00
XPX Members from other XPX Chapters (after 10/14) – $75.00
XPX Members from other XPX Chapters Early Bird (through 10/14) – $55.00

Registration is closed

As professional advisors, having a good understanding of how exit planning professionals evaluate an owner's goals and objectives is critical to a building the strong relationship with your client as a "trusted advisor". The first step in the process is defining and clarifying the owners' personal situation and his/her vision of a successful exit. In this session we will explore.

Clearly defining objectives - financial, personal, professional and other
How can owners manage potentially conflicting objectives
What are the exit options that owners can consider when ready

Speakers:

Roy Johnson, M&A Advisor and Certified Exit Consultant - Touchstone Advisors

Steven V. Prigionieri, CPA, CEPA, MSAT and Managing Partner - Nicola Yester & Company