Exit Planning Case Study: Life After Business

CHATTANOOGA CHAPTER EVENT

Exit Planning Case Study:
Life After Business


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.

 

Learning Objectives:

  • 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

 

About the Presenters:

Learn from industry experts Chris Rowe, CFA, FourBridges Capital Advisors, LLC, and Douglas M. Elkins, JD, Miller & Martin.

Meet the Presenters

 

Thanks to our sponsor, this event is free!

 

This meeting will be at UBS Financial Services Offices.

Address: One Union Square, Chattanooga, TN 37402, Second Floor Conference Room (use MLK main entrance)

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Chattanooga Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIChattanooga.org.

About the Presenters

Douglas M. Elkins, JD
Chris Rowe, CFA

Chris Rowe, CFA

FourBridges Capital Advisors, LLC 

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