Pay in 4 interest-free payments of $5000.00 Learn more
Ships within 48 hours · Estimated delivery Aug 13 - Aug 18
and the ongoing stewardship of the company is less certain as new ownership takes the reigns
We will progress through the various stages of a successful transition and where advisors can add more value to your clients
ultimately allowing them to diversify their investment portfolio or pursue new opportunities
Our first event will be on September 12
Effectively guiding the owner through these steps while coordinating with relevant professionals ensures a comprehensive and well-executed exit strategy
2024 Exit Planning Summit (Title Partner) 2022 Chapter Events and the ongoing stewardship ofWhen: Sunday, April 28 Tuesday, April 30, 2024 Where: JW Marriott Marco Island Beach Resort 400 S Collier Blvd, Marco Island, FL 34145 The Exit Planning Summit is back in 2024! We are thrilled to welcome professional advisors back to a world class in person conference. Our Exit Planning Summit is where top CEPAs come to build deep relationships, advance their skillset and knowledge, and share best practices.
