Location Name
Heritage 5
Description

Breakout
Table Talk: Working with Exit Planning Advisors to Reduce Risk and Create Successful Transactions

Join the International Exit Planning Association’s Membership Committee Co-Chairs, Bruce Beickman and John Carter, for a dynamic table talk on the vital role of exit planning advisors in M&A success. Discover how collaboration between advisors, business owners, and transaction professionals can maximize value, streamline transitions, and achieve optimal outcomes. This interactive session offers practical insights, best practices, and an opportunity to connect with peers in an intimate setting. Perfect for M&A professionals and other senior level advisors looking to enhance their strategies, this session will provide actionable ideas to support successful transactions and lasting partnerships.

CPE Credit: 1 - Specialized Knowledge

PRESENTED BY

 

 

 


 

Date & Time
Tuesday, January 21, 2025, 4:20 PM - 5:10 PM
Bruce Beickman John Carter John Leonetti