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                GROWTH. TRANSFER. LEGACY.

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EVENT DETAILS


XPX Philadelphia - Defining Success:

  • June 21, 2017
  • 7:30 AM - 9:15 AM
  • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

Registration

  • If you wish to attend your first meeting to XPX Philadelphia, please email angie@exitplanningexchange.com

What is it You Really Want From an Exit?

Join us June 21st for a discussion on the topic of Defining Success from an Exit.

Understandably, price and terms are the most discussed success factors. These factors are also the most frequently talked about in the advisor community, but are they THE most important to owners? Entrepreneurs, however, act differently and are motivated by many “soft” factors.

What are some of these issues that drive owner’s decisions?

  • Personal legacy & ego
  • Employees & management
  • Children & grandchildren
  • Continuing to work or not working?


All too often these are overlooked or underestimated by advisors and owners alike. In this discussion, we will dig into how these issues, and others will affect the definition, and therefore likelihood of success in our case study.

Click here for the Case Study.


Speaker:

Frank Michel, CEPA/FBAC is the founder of Exit Decisions, a specialized advisory helping business owners understand the “If, When, & How” of exiting their business. As a founding partner in Brandywine M&A, Frank saw a growing need for identifying and addressing an owner’s “gaps” in both personal and business readiness. Through workshops and coaching.

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