Exit Planning Case Study: Investigating Exit Options


Exit Planning Case Study: Investigating Exit Options

Has Rich investigated all his exit options? Researching all exit options focuses on more than just sale. They can identify the exit option that aligns with the personal, financial, and business needs. Join chapter experts as they dive into what exit options exist for Rich Molnar and the importance of building a business that is independent of himself. 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.

Click here to download the case study, “A Look Into Pressure Solutions Inc.: An Exit Planning Case Study,” before the meeting. 

Learning Objectives:

  • Identify Rich’s exit options and investigate the best one for him
  • Understand the importance of building a business that is independent of the owner
  • Prepare and bring together the transition advisory team

You will be the presenter!

We hope that everyone is a speaker at some point during the meeting…this will be a guided dialogue that is completely interactive and dynamic.

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.