Is Rich prepared for his life after business? Join chapter experts as they dive into Rich Molnar’s wealth gap and lead a discussion on his personal goals and ambitions outside of his business. In this session, you will work through a hands-on case study to build your exit planning acumen. Collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.
- Define the wealth gap equation and calculate Rich’s wealth gap
- Determine key players on an exit planning team
- Identify personal and financial readiness issues and questions to ask an owner
Meet the Presenters:
Learn from industry experts Rene Milyiori, Isaiah Stidham, Eric Duffee, Kaz Unalan, Darren Cherry, and Josh Curtis
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