Exit Planning Case Study: Life After Business

GREATER PHILADELPHIA 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.

 

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:

This meeting will be facilitated by the EPI Greater Philadelphia chapter leadership team: Matthew Lang, CFP®, CEPA, Morgan Stanley Private Wealth Management, Cheyenne Bennett, PhD, CHPC, Compass Point Consulting, LLC, John T. Garvey, CEPA, CPWA®, UBS Financial Services, Inc., Charles Kedra, CFP®, CEPA, AIF®, FPA Wealth Management, Douglas S. Kook, CPA, CVA, Bumpers & Company, Matthew Levitsky, Fox Rothschild LLP, Frank Michel, CEPA, Brandywine Mergers & Acquisitions, and Steven Staugaitis, CPA, CVA, Kreischer Miller

Meet the Presenters

 

Thank you to our Sponsors:

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Greater Philadelphia 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.EPIPhilly.org

About the Presenters


Matthew Lang

Matthew Lang

CFP®, CEPA, Morgan Stanley Private Wealth Management

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Cheyenne Bennett

Cheyenne Bennett

PhD, CHPC, Compass Point Consulting, LLC

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John T. Garvey

John T. Garvey

CEPA, CPWA®, UBS Financial Services, Inc.

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Charles Kedra

Charles Kedra

CFP®, CEPA, AIF® , FPA Wealth Management

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Douglas S. Kook

Douglas S. Kook

CPA, CVA, Bumpers & Company

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Matthew Levitsky

Matthew Levitsky

Fox Rothschild LLP

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Frank Michel

Frank Michel

CEPA, Brandywine Mergers & Acquisitions

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Steven Staugaitis

Steven Staugaitis

CPA, CVA, Kreischer Miller

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