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.

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

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 Rick J. Krebs, CPA, CEPA, Principal, Business Sales Group and Dan Metheson, CEPA, ChFC, CLU, RICP, Founder, K2 Business Group.

Meet the Presenters

 

Thank you to our Sponsors:

This meeting will be held at Toscano Restaurant.

Address: 11450 South State Street, Draper, UT 84020