Exit Planning Case Study: Investigating Exit Options

SOUTHEAST MICHIGAN VIRTUAL CHAPTER EVENT

Exit Planning Case Study:
Investigating Exit Options


Has Rich investigated all his exit options? Researching all exit options focuses on more than just sale. They can identify the exit option that aligns with the personal, financial, and business needs. Join chapter experts as they dive into what exit options exist for Rich Molnar and the importance of building a business that is independent of himself. 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.

A new element for 2022 will be the introduction of a Case Study that will be referenced throughout the entire year. There will be three dedicated Case Study meetings with a Peer Share/Best Practices meeting taking place the month prior. With that said the topics that will be covered in these Case Study meetings will be used to guide the conversations in the Peer Share/Best Practice meetings.

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

Learning Objectives:

  • Identify Rich’s exit options and investigate the best one for him
  • Understand the importance of building a business that is independent of the owner
  • Prepare and bring together the transition advisory team
  • Determine next steps after vetting all exit options

 

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EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Southeast Michigan 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.EPIDetroit.org