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                GROWTH. TRANSFER. LEGACY.

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XPX Fairfield - Building the Perfect Advisory Team

  • June 21, 2019
  • 7:30 AM - 9:30 AM
  • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT


Registration is closed

Come to this interactive program lead by chapter president Michael Clear. We will explore building the perfect advisory team and will discuss:

  • Various timelines for effective exit planning
  • Who should be part of the company’s advisory team and how should that team build-up and change during the timeline
  • Who are the best quarterbacks to lead the transition process? Should quarterbacks change depending on the phase of the exit?
  • Strategies to use when an advisor needs to be supplemented
  • How do professional teams work more effectively together towards a common goal

Don’t miss this great opportunity to learn (and explain to others) the best time for you to be referred into an advisory team working towards a business sale. The program will utilize the expertise of a number of our members who will be in attendance.

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