This presentation will review considerations for business owners in the context of assembling a team of advisors leading up to a business exit plan. Speakers will discuss the roles of accountants, investment bankers, lenders, estate planners, life insurance providers, charitable giving advisors, and M&A attorneys.
- Assessing the needs of business owners
- Understanding the roles of existing advisors
- Educating clients and introducing new advisors
- Overview of the cost of advisors
About the Presenters
Learn from industry experts, Andy Torosyan, Partner for HCVT, Channing D. Hamlet, Managing Director for Objective Capital Partners, Joel J. Berman, Partner for Elkins Kalt, Kathleen Adams, Financial Planner/Insurance Agent for Fraser Financial Group, and George Dulgeryan, Senior Development Officer for California Community Foundation.Meet the Presenters
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