Exit Planning Case Study: Life After Business

EPI UTAH 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.

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

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.EPIUtah.com.

About the Presenters


 

Rick Krebs
Dan Matheson