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  • Exit Planning Exchange
Exit Planning Exchange
Sep
25

XPX Philadelphia Bucks County Event - WHERE DO WE GO FROM HERE?- A CASE STUDY

Details

Date & Time

Wed, Sep 25th, 2019 ⋅ 7:45am - 9:30am (EDT)

Location

UBS Financial Services Inc. 411 South State Street, Floor 2, Newtown PA 18940

Tickets

Non-Member
$75.00
Other Chapter Members
$55.00
Same Day Registration/Walk-in Fee
$85.00
Speakers
$0.00
XPX Philadelphia Member
$0.00

Join Philadelphia XPX at our Bucks County meeting to participate in a case study discussion that will be interactive, insightful and informative.The case study, Where Do We Go From Here, will challenge participants to discuss the financial, human and risk considerations for a retiring founder and his wife who are considering their options for transitioning their business to their adult children, their loyal management team or an unknown third party.

What are the pros and cons of each option? What issues does the owner need to anticipate? What XPX expertise can be brought in to support the business owner and the business to ensure a successful transition.

Bring your experience and expertise. The case study format will be an opportunity to discuss and debate what works and what doesn’t work in helping the business owners decide: Where do we go from here?

Come prepared to participate and provide your insights into this important topic.

Breakfast and networking will start at 7:45 AM. We will start the program at 8:20 AM.

Click here for the case study.

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