GROWTH. TRANSFER. LEGACY.
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Roles of the Planning Team at each Stage of the Game
Exit planning requires a professional advisory team, but “teams” win with a coordinated and focused effort around a common goal. Join us for a discussion of the roles of the planning team members, and how they can best serve their clients by coordinating their efforts.
John F. Dini, CMBA, CExP, CEPA
Transition Strategies and Transaction Support, MPN, Inc. John develops transition and succession strategies that allow business owners to exit their companies on their own schedule. He is the founding President of the Exit Planning Exchange of San Antonio. He holds a Bachelor of Science degree in Accounting from Rutgers University, an MBA from Pepperdine University, and the Certified Exit Planner and Certified Exit Planning Advisor qualifications.
Meeting Time: 8:00 AM to 9:30 AM (CDT)
8:00 AM – 8:25 AM CDT– Virtual Networking
8:25 AM – 8:30 AM CDT– Welcome/Opening Comments
8:30 AM - 9:20 AM CDT– Panel Discussion Including Q&A
9:20 AM – 9:30 AM CDT– Announcement/Updates
Virtual Event Pricing:Non-Members: $10.00
Other XPX Chapter Members: $10.00
XPX San Antonio Members in good standing are complimentary, so join Today!
Connection details sent upon registration.
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