Exit Options Analysis

PALM BEACH CHAPTER EVENT

Exit Options Analysis


Business owners have multiple ways in which to exit their company. In this session, we will show advisors the pros and cons of each of the seven major exit options for a business owner. All broken down into two categories of internal and external exit options. Bruce Evans and Terry Eve will walk you through real life client scenarios and explain how to get “multiple bites of the apple” from an exit.

 

Learning Objectives:

  • Learn seven (7) basic transfer methods
  • Recognize the pros and cons of each transfer method
  • Determine which transfer methods you can specialize in

 

Meet the Presenters:

Learn from industry experts, Bruce Evans, Founder of EPI Palm Beach Chapter, partner of the Nickler Group at Morgan Stanley and Terry Eve, Vice President of EPI Palm Beach Chapter, B2B CFO.

Meet the Presenters

 

This event will be held at the Residence Inn by Marriott West Palm Beach.

Location: 455 Hibiscus Street, West Palm Beach, FL 33401

 

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.EPIPalmBeach.org

About the Presenters


 

Bruce Evans

Bruce Evans

President & Founder of EPI Palm Beach Chapter, Morgan Stanley

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Terry Eve

Terry Eve

Vice President of EPI Palm Beach Chapter, B2B CFO

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