Exit Planning Case Study: Life After Business


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.

For our second meeting of the year, we will be reviewing an exit planning case study. This will be a hybrid virtual/in-person event. We will leave 15-20 minutes at the end for networking, whether in-person or via virtual breakout rooms on Zoom.


Learning Objectives:

This will be a peer share where attendees will share:

  • 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
  • Dissect a case study with fellow peers
  • View the process across multiple disciplines
  • Learn best practices from other professionals through the exit planning process
  • Create recommendations for how the business owner should move forward in the given scenario


Thank you to our Sponsors!

This meeting will be held In-Person and Virtually on Zoom.

In-Person Address: 1st Floor Conference Room, 61 Paramus Rd, Paramus, NJ 07652


The EPI New Jersey 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.EPINewJersey.org.