Ingredient 6: A Successful Exit Depends on a Comprehensive and Coordinated Financial Plan

GREATER LOS ANGELES VIRTUAL CHAPTER EVENT

Ingredient 6: A Successful Exit
Depends on a Comprehensive
and Coordinated Financial Plan


Business Owners do not plan to fail, but they do fail to plan.  A comprehensive and coordinated financial plan is vital to a successful exit.

Learn what a financial plan really is and why it’s so important to have before an exit.

 

Learning Objectives:

  • Who should be on your financial planning team?
  • Why do you need a financial plan?
  • What is in a financial plan?
  • What happens after I have a financial plan?

 

About the Presenters:

Learn from industry experts, Heath Goldman, President & CEO, ICON Wealth & Legacy Partners, and Merryll Mcelwain, Senior Wealth Advisor, Wilmington Trust.

Meet the Presenters

 

Thank you to our Sponsor:

 

 

 

 

 

 

 

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI 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.EPILosAngeles.org.

About the Presenters


Heath Goldman

Heath Goldman

President & CEO, ICON Wealth & Legacy Partners

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Merryll Mcelwain

Merryll Mcelwain

Senior Wealth Advisor, Wilmington Trust

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