XPX Phoenix: Every Exit Is Different: Succession, Sale, or Closure. Choosing the Right Path.

No two exits look the same. Treating them like they do is where advisors and owners get into trouble. This panel brings together perspectives on succession, sale, and closure to help you recognize which path actually fits the owner in front of you.

Every business owner eventually chooses, or defaults into, one of three exits: passing the business on through succession, selling to a third party financial buyer, or winding the business down. Each path rewards different preparation and asks something different of the owner walking away.

Join David Ogurek (Director, Caber Hill Advisors) and John Chionchio (Partner, Business Advisory Services, WealthPoint LLC) for a moderated discussion of what separates a deal that closes from one that dies, what sellers actually care about once price is on the table, and how family involvement can make or break the outcome.

• What makes and breaks deals in each of these three paths?
• What do sellers care about beyond the number, and how do you find out before it's too late to matter?
• How does family involvement help or hurt, and how should the advisor navigate it?

Come ready to join another dynamic discussion on which of these three paths your own clients are actually on.

Our Speakers:

David Ogurek
Director
Caber Hill Advisors

John Chionchio
Partner, Business Advisory Services
WealthPoint LLC

Registration Fees:

XPX Phoenix Members: $50.00
XPX Phoenix Same Day: $60.00

XPX Chapter Network Members: $65.00
XPX Chapter Network Members Same Day: $75.00

Non-members: $75.00
Non-members Same Day: $85.00

Includes full breakfast.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds pr credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.