Program produced by XPX Atlanta.
Personal Financial and Estate Planning Prior to Selling
Our “owner” Sam McGraw’s marital harmony has just tanked upon confessing the business is not going to net what he and his wife “need” for retirement. Enter the personal wealth and estate planning gurus to collaborate and explore financial realities and realistic options for a successful exit that achieves their retirement goals. Missed any episodes of our 2021 Case Study? Catch up here: https://exitplanningexchange.com/atlanta/news
Moderator:
Barry Selvidge
Partner, Newport LLC
With over 30 years of experience as a founder, operator and chief legal officer for public and private companies, Barry provides wise and trusted counsel to his business owner clients. A veteran business and legal advisor who has walked in his clients’ shoes, Barry’s unique combination of entrepreneurial, corporate and M&A experience helps early stage and middle market companies accelerate growth and prepare for exit.
Our Panelists:
Ritesh Patel
Pollock, Merlin & Turner
Ritesh “Tesh” Patel practices in the area of estate planning and trusts and foundations. Tesh helps families and individuals with trust formation, implementing sophisticated estate and gift tax saving techniques, lifetime gifting, charitable planning, incapacity planning, intra-family transactions, and post-mortem trust and probate administration. He regularly provides counsel to multiple generations of families, working alongside their teams of trusted advisors to develop tax efficient and long-term planning strategies to facilitate the family’s ultimate wealth planning goals.
Angie Rehkop, ChFC, CFP
Financial Care Providers
Angie’s practice is founded with one simple, yet essential, goal in mind: to design financial plans that take care of the wealth and well-being of her clients. Grounded by two decades of financial planning, she carefully tends to the financial future of individuals, families and business owners. With smooth precision, Angie designs custom financial strategies, simplifies processes so you can make informed decisions, and coordinates with CPAs and attorneys so nothing falls through the cracks. She holds seven licenses and registrations, as well as two certifications: Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™ Professional and received the Five Star Wealth Manager Award for Best In Client Satisfaction in 2012-2020.