WPRV MAY 27 3:00PMET
Tune in when Patricia interviews Frank Mancieri, business exit consultant and a local Partner with the national firm, B2B CFO®. There are millions of business owners that will be transfer ownership in the next 10 years, with many/most owned by baby boomers. Typically, the single largest asset in a private business owner’s portfolio is their business. With that asset being illiquid, planning and timing is extremely important. This will not only result in (typically) the largest transaction in the business owner’s life, but it will also create a large pool of liquid assets to be planned and managed. Patricia and Frank will discuss a holistic approach to exit planning that considers business owners’ personal goals and readiness in addition their business issues as they plan for the eventual transition from their businesses.