Exit Planning Case Study Part 1

NORTH TEXAS CHAPTER EVENT

Exit Planning Case Study Part 1


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 Presenter:

Holly Carroccio, CFP®, Managing Member, Nexus Advisors, LLC.

Meet the Presenter

 

Thank you to our Sponsors:

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.EPIDallas.org.

About the Presenter


Holly Carroccio

Holly Carroccio

CFP®, Managing Member, Nexus Advisors, LLC.

Meet Holly Carroccio:

Wealth should be described as the sum of things that make up a well lived life: love and respect, sense of purpose, freedom of thought, service beyond self, legacy, health, material things. In over thirty years as a financial professional, Holly Carroccio has recognized repeatedly that those deeper needs are less difficult to achieve when undergirded by a sturdy financial base.

Her initiation began early. Holly’s entrepreneurial father started his home building and real estate development business when she was in elementary school. As she observed him over the years, she absorbed a lot about the business owner’s heart and mind—the value of setting goals, staying focused, and managing cash for growth.

Because of her dad’s complete dedication to his business when she was young, and due to her parents’ divorce when Holly was 5, she formed a close relationship to her stay-at-home mom. She watched as her mom scrambled to build a career and recover financially as a single parent.

Admiration for dad’s passion and focus for business, tempered by her mom’s courageous financial recovery inspired Holly to a career advising families, business owners and divorced women. She was invigorated with a vision to help build strong financial lives.

Holly paid for much of her finance degree from SMU, another character-building pursuit. Working part-time for small businesses while studying their management in the classroom paired for a practical career launch. Today Holly supports small businesses, families and individuals toward achieving their financial goals. She has built a team of dedicated professionals with varied skills and knowledge to present a full range of customized services.