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
