Overview

Every business owner has an exit (planned or unplanned), and yet most owners fall short in optimizing their transferable value and liquidity opportunities.

Join us for a discussion with a group of panelists carefully selected for their experience in guiding business owners on how and when to prepare—each from a unique vantage point and area of expertise.

Hear what your peers wish they knew before they did the most important deal of their lifetime, and get tips on using the resources available to you whether an exit is on your mind or barely a fleeting thought.

This program is targeted to ensure you’re prepared personally and professionally for what it takes to get the most value and wealth of out of your business.

Presented with

J.P. Morgan
Lewis Brisbois
Vistage

Moderator

Carlos Garrido, Co-Founder and CEO, Absolute Sales, and successful former investment banker and business serial entrepreneur

Panelists

Mike Balter | Regional Managing Partner, Marcum
Georganne Goldblum
 | Top Producing Florida Chair, Vistage Florida
Michael Platner
 | National Corporate Chair, Lewis Brisbois
Rick Thill | Executive Director, J.P. Morgan Private Bank

Program to be followed by cocktail reception.

Parking available in the building

Register