Most business owners are not aware of all their exit options. In this panel discussion, hear from several advisors and business owners about the different exit options that are available including family transitions, sales to an unrelated third party, sales to private equity, and ESOPs. Learn some of the advantages and disadvantages of each and how to help a business owner identify which is the best option for them!
**Advisors must bring at least one business owner in order to attend.
- List the various exit options
- Contrast the pros and cons for specific exit options
- Identify the steps involved in ESOP
Meet the Presenters:
This meeting will consist of panelists Shawn Ely of Lazear Capital, Michael Fischer of Metisentry, Glen Newcomer of Newcomer Farms, Inc., JJ Scaravilli of The Vitruvian Group and will be moderated by Eric Schwarz of BNY Mellon Wealth Management.Meet the Panel
Thank you to our Sponsor:
This meeting is sponsored by BNY Mellon Wealth Management.
This meeting will be held at the Embassy Suites by Hilton Cleveland Rockside.
Address: 5800 Rockside Woods Boulevard Independence, OH 44131