XPX Hartford CT: Business Valuation Essentials for Advisors and How to Help Recession-Proof A Business

Please join us for a discussion on what advisors need to know about business valuation and what we can do to help our clients recession-proof their business.

Our Speakers:

Ed Pratesi
Managing Director
Value & Transition Strategies

Ed helps business owners and their advisors achieve a stress-free process to learn the value of their business, how to increase its value, and the development and execution of a transition strategy. As an advisor to business owners for over 35 years, he has experienced many business transitions, including his own, and has successfully valued hundreds of businesses. His goal is to provide actionable information about the value of your business, how to increase and preserve its value and how to create a transition plan that captures its value.

Brian Kerrigan
Partner
Whittlesey

Brian is a Partner in our Hartford office. He has provided tax compliance and consulting services for large public and privately held companies throughout New England for more than 17 years. He is skilled in managing tax computations for larger corporations operating in federal and multi-state tax environments and has extensive experience with M&A of both private and publicly held companies.

Brian holds a BS in Accounting from Bridgewater State University and a JD from Roger Williams University Law School, where he was Valedictorian. He is a member of the Massachusetts Bar the Connecticut Society of Certified Public Accountants.

AGENDA: 8:00 – 10:00 am

8:00-8:30 Registration & networking
8:30-9:30 Main Program
9:30-10:00 Networking

Registration Fees:

Non-members:
$75.00 Early Bird (through 11/27)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:
$55.00 Early Bird  (through 11/27)
$75.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Includes full breakfast.

BRING A FIRST TIME GUEST TO XPX!

XPX CT and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual, no substitutes.