May 28, 2024
As an advisor, you may have a considerable
part of your personal wealth connected to your business. How and
when will you obtain that wealth by selling your business? Will you
sell internally or to another firm? Will that firm be larger and
backed by private equity? How soon do you want to exit or how long
do you want to stay active and what restrictive covenants will
impact you? Is it important to you to keep your brand … technology
… control of portfolio management? These and many other
considerations are discussed in this episode as co-hosts Chris Boyd
& Brad Wright speak with today’s guest, Jessica Polito
(http://linkedin.com/in/
FPA NE - Wicked Good Succession Summit | June 5th, 2024
Location: The Artisan at Tuscan Village, Salem, a Tribute Portfolio Hotel, 17 Via Toscana, Salem, NH 03079
Date and time: Wed, Jun 5, 2024 8:00 AM - 6:30 PM
Organizer: Kristin Beane, (508) 320-1685, admin@fpama.org
Price: $150 (member)/$200 (non-member)