Building and Monetizing Business Value

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
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Learn from Boston’s top exit planning experts on how you can best prepare your business and avoid unpleasant surprises. 

Meet The Experts:

  • Warren J. Rutherford (Moderator)- President, The Executive Suite
  • Jeffrey P. Hart – Partner, Tarlow Breed Hart & Rodgers P.C.
  • Dave Poulin, CIMA, CPWA – Senior Vice President – Financial Advisor, RBC Wealth Management
  • Greg Rush – Partner, Dunn Rush & Co. LLC

Click here to read speaker bios.

Attendees will learn what owners and advisors need to know about the risks, obstacles, and challenges to a successful sale, what owners need from the sale, and why beginning with the end in mind is so important to maximizing business value.

Hosted by XPX Greater Boston Silver Sponsor McLane Middleton P.A.

This program was produced by XPX Greater Boston in November 2017. 

Updated: October 15th, 2021

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