Entrepreneurs work for years, often decades, and in some cases, generations building their companies. Typically the vast majority of their wealth is held within their business. As ownership nears retirement age, the competitive landscape shifts, or unsolicited interest approaches, these entrepreneurs consider selling their business. The decision to monetize one’s business is not one to be made lightly and impacts a variety of stakeholders, including but not limited to family, employees, and community. For the overwhelming majority of business owners they get one shot at monetizing their most significant asset.
EPI Greater Philadelphia has assembled a panel of entrepreneurs who’ve successfully monetized their companies. These business owners are willing to share their stories, what went right, the challenges that arose, and what they might do differently this time around.
Learning Objectives:
- How does an entrepreneur begin examining their exit options?
- What advisors are involved in the exit planning framework?
- How can entrepreneurs drive personal, financial, and business alignment in pursuing a monetization strategy?
- How does a business owner balance the interests of various stakeholders in an exit plan?
- With hindsight, how would these successful entrepreneurs change their transactions?
About the Presenter:
Hear from industry expert, Matthew Lang, CFP®, CEPA, Private Wealth Advisor, Morgan Stanley Private Wealth Management, as he moderates the discussion.
Meet the PresenterThank you to our Sponsors:
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This event will be held at The Inn at Villanova University.
Address: 601 County Line Road, Radnor, PA 19087.
Meet Rob Waring: