Joint meeting with AM&AA
XPX Boston & AM&AA Meeting Joint Meeting on March 28: Lessons Learned From Successful Ownership Transitions
Our joint meeting included a panel of experienced exit planning advisors who have worked with business owners for many years to plan and execute successful ownership transitions.
Panel Moderator: Jane Johnson, CPA, CM&AA, CBEC, Founder, Business Transition Academy
John Leonetti, JD, CBEC, MS Finance, Founder, Pinnacle Equity Solutions
Terry Shepherd, CM&AA, CPA, MST, Principal, ROCG Americas
Kerri Salls, Managing Director, This Way Out Group, LLC
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