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                GROWTH. TRANSFER. LEGACY.

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XPX Hartford - Exploring Owner Goals and Objectives with a Transition

  • October 17, 2018
  • 8:00 AM - 10:00 AM
  • The Hartford Club, 46 Prospect St, Hartford, CT


Registration is closed

As professional advisors, having a good understanding of how exit planning professionals evaluate an owner's goals and objectives is critical to a building the strong relationship with your client as a "trusted advisor". The first step in the process is defining and clarifying the owners' personal situation and his/her vision of a successful exit. In this session we will explore.

  • Clearly defining objectives - financial, personal, professional and other
  • How can owners manage potentially conflicting objectives
  • What are the exit options that owners can consider when ready


Roy Johnson, M&A Advisor and Certified Exit Consultant - Touchstone Advisors

Steven V. Prigionieri, CPA, CEPA, MSAT  and Managing Partner - Nicola Yester & Company

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