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.

Click here to download the case study, “A Look Into Pressure Solutions Inc.: An Exit Planning Case Study,” before the meeting.

Learning Objectives:

Define the wealth gap equation and calculate Rich’s wealth gap
Determine key players on an exit planning team
Identity personal and financial readiness issues and questions to ask an owner

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.com

About the Presenters

Want more exit planning education?

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