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Identify the parties
As a Premium General Partner for the 2024 Exit Planning Summit
the need for a new kind of advisor has become undeniable
October 25
Preparing a business for a transition requires understanding its value
EPI Greater New York Chapter Event | January 23, 2024 Walking to Destiny 2.0 Identify the partiesJoe will share this recent collaborative exit planning case where 2 partners sold their business for $130million. Dig into the details of the triggering event, case facts, collaborative challenges successes, and each partners business succession plan. Compare and contrast both design plans based on their very different life goals, family spouse, and belief in future company profits.
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