XPX Hartford - Exploring Owner Goals and Objectives with a Transition

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
  

Speakers:

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

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