Lunch & Learn with Morgan Stanley: The Transaction of a lifetime: Exiting your Business

Join us and our Members at Morgan Stanley for a Lunch & Learn at Paesano's on 1604! When it comes to exiting a business, the process is intense, the details are complex and the decisions a business owner is faced with are often an unexpected combination of personal and financial. This seminar explores the three stages of business succession planning and the strategies your clients can employ to bring clarity and confidence to the process.

During this presentation, we will discuss:

1. Why an exit strategy is critical
2. Preparing for the transition
3. Ongoing support after the transaction

Lunch will be provided.