Covid-19: Reassessing the Exit Planning Environment

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
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Brought to you by XPX Fairfield County

The exit environment has changed considerably in a very short period of time.

How will the business “pause” impact valuations and activity?

What actions should owners and advisors take now?

Hear from four experienced advisors as they share their best advice for navigating these uncertain waters:

  • Michael Clear, Trust & Estate Attorney – Principal at Wiggin and Dana
  • Ramsey Goodrich, Investment Banker – Managing Partner at Carter Morse & Goodrich
  • Brad Hardy, Commercial Banker – Senior Vice President Enterprise Banker Connecticut and Western Massachusetts Market at KeyBank
  • Gail Harris, CFP®, CIMA® Wealth Advisor – Wealthspire Advisors

Updated: April 20th, 2020