What Owners Don't Know about Exit Planning
City:
Centre Club, Tampa, FL date:
Tuesday, December 13, 2011Time:
7:30 AM to 9:15 AMDetails:
Please join us at the Tampa chapter of The Exit Planning Exchange (XPX) on Tuesday morning December 13 in the Centre Club, Tampa, FL.
With the current demographic of aging "baby boomer" business owners and many other businesses struggling to survive, it is inevitable that some businesses will change hands during the current economic cycle. While some owners understand the importance of planning, very few business owners have a strategy for transition to ensure they will achieve their personal goals and financial needs. Why is that?
In this presentation, Ronen Shefer, CEO of ROCG AMERICAS will share (with examples and stories):
- What is behind the apparent lack of urgency among business owners and whether it changed over the past decade.
- What owners truly don't know about business transition and how you might motivate them to properly plan.
Date: Tuesday, December 13
Location: Centre Club, 123 South Westshore Blvd., 8th Floor, Tampa, FL
Time: 7:30 AM - 8:00 AM (Networking & Full Breakfast)
8:00 AM - 9:15 AM (Program)
Cost: $35 pre-registration and $45 at the door
Background on XPX: XPX consists of advisors to business owners - CPAs, estate planning attorneys, consultants, investment bankers, wealth managers, valuation specialists, insurance and tax experts, mergers and acquisitions attorneys, and marketing specialists. XPX provides cutting-edge programming and top-flight networking and connections. The purpose is to help advisors learn to raise the topic of exit planning with their owner-clients and, through collaboration with other XPX members, prepare the owner for the transition of the business to the next owners.
If you have questions feel free to contact Kathleen Richardson Mauro (352) 263-4753 or XPX Tampa chapter administrator Angie Ellis (781)706-0654.
Please register as non-members since no Member IDs are available yet.
REGISTER NOW
