Please join Sam Messina, a Director at Paramax Corporation, for this unique presentation on how you can gain insights on effectively guiding your clients on various M&A opportunities, when working with an Investment Banking firm.
Sam’s years in Investment Banking and Wealth Management have resulted in proven techniques you can offer to your clients. This discussion will help you, the trusted advisor, navigate your client through the complexities of transitioning their business in order to maximize their ultimate exit plan.
- Why partner with an Investment Banking Firm?
- Understanding an effective Investment Banking process.
- Why a collaborative approach works best?
- The role of a CEPA.
About The Exit Planning Advisor Playbook Series:
The EPI Exit Planning Advisor Playbook Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public.
How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories. Register today and enhance your exit planning knowledge every month with EPI!