Exit Strategies & Legacy Building: The Road Ahead

Join us for an exclusive business forum where business leaders gather to explore the art of crafting successful exit strategies and building lasting legacies. This event is designed to provide valuable insights, practical advice, and actionable strategies to ensure that your business thrives long after you've moved on.

Session 1: Planning - Are the Owners Ready For a Deal and What Does Success Look Like?
Featured Speakers: Ramsey Goodrich, Carter Morse & Goodrich; David Mathus, Day Pitney LLP; Pierre duPont, Cerity Partners
Moderator, Mark Dailey, Partner, Newport LLC

Session 2: Preparing – Managing Family Dynamics and Building a Team of Advisors
Featured Speakers: David Tate, Conscious Growth Partners; Ursuline Foley, Greenlight Re; Jason Correia, CLA
Moderator, Steve Ronan, Partner and Chief Strategy Officer, Citrin Cooperman Advisors LLC

Session 3: Execution – How to Maximize Value, What Buyers are Really Looking For?
Featured Speakers: Amy Zinser, Bank of America; Michael Rubel, RFE Investment Partners, Brian Fischer, Day Pitney, Marilyn Garcia, Citrin Cooperman
Moderator, Will Clarke, Partner, Newport LLC

Thank you to our Event Sponsors
     

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Agenda

8:00 a.m. - Breakfast & Networking
9:00 a.m.  - Session 1
10:00 a.m. - Session 2
11:00 a.m. - Session 3
Event concludes by 12:00 p.m.