Building Your Exit Team with PMI Advisors

ASK THE EXPERT SUMMIT WEBINAR SERIES | TAUGHT BY INDUSTRY EXPERTS

Ask the Expert Broadcast: Building Your Exit Team with PMI Advisors


Unique to the EPI network, PMI Advisors stays strictly focused on business operations. Positioned to augment you as the trusted advisor (not displace). PMI drives enterprise improvements that prep the business for a successful sale while looking to the Wealth Advisor, Investment Banker, Accountant, Attorney, or CEPA managing the engagement to lead the personal, wealth, and financial vision for the owner.

Knowing that advanced enterprise operational knowledge and expertise can be challenging, PMI employs 40 team members and experts on a nationwide basis across a wide spectrum of business functional areas.

 

Learning Objectives:

  • Work alongside wealth advisors, attorneys, investment bankers and accountants
  • Strictly focus on optimizing business value
  • Participate in Business Development

 

About the Summit:

Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit.  A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.

The Exit Planning Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. This September in Nashville, advisors from across the globe will gather to learn the latest in exit planning while immersing themselves in a big conference atmosphere with a interactive, workshop personalized feel. The highlights for the 2019 Exit Planning Summit will expand your view, challenge you to greater heights, and reinvent the way you approach the middle market.

Explore the 2019 Exit Planning Summit

Meet the Presenter


Dan R. Bradbary

Dan R. Bradbary

Founder & Managing Partner of PMI Advisors, LLC

Contact Dan

Meet Dan. He launched PMI Advisors, LLC in 2018 to assist mid-market companies with their M&A efforts. Prior to PMI Advisors, he was the Founder and Owner of V-Rooms™ Virtual Data Rooms, a company that provided secure online document exchange services for thousands of M&A transactions over its 10-year history. V-Rooms was sold in December 2015.  Before V-Rooms, he was the Founder and Owner of Project Management Services, Inc., (sold in 2003) which over a 15-year period grew to a 150-person consulting firm that provided management professionals and systems to assist Fortune 100 companies with their post-merger integration and other special projects.

Connect with the Presenter: PMI Advisors, LLC | Website: www.pmiadvisors.com | Email: DBradbary@PMIAdvisors.com | Phone: (404) 558-3262


 

About PMI Advisors, LLC: Knowing that advanced enterprise operational knowledge and expertise can be challenging, PMI Advisors employs 40 team members and experts across a wide spectrum of business functions.  These areas include operations, technology, human resources, manufacturing, logistics, and sales/marketing, to name a few, that complement your advisory services.

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