GROWTH. TRANSFER. LEGACY.
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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.
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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