Drew McLaughlin is on a Private Wealth Advisor team for UBS that engages in comprehensive planning that addresses his client’s goals, including wealth transfer, succession planning, philanthropy, as well as sustainable & impact investing. Drew has a strong focus on exit planning and has seen success helping business owners with the sale of their business and their transition into the post-exit phase. Drew has a disciplined process of asking questions and gathering all the facts and emotional drivers that can impact a business owner’s exit or succession strategy.
Addressing these topics help shapes the success of the final outcome. Drew will discuss the ways a business owner can transition and the parts of the planning process.
- Define exit planning
- Discuss best practices and challenges when working with business owners
- How to set up a team for success in the business transition market
About the EPI Free Exit Planning Education Series:
The EPI Educational Webinar Series is a FREE monthly web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Register today and enhance your exit planning knowledge every month with EPI!