Content Provider
Montagelogo
Middlebanner excel07092024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Succession and Exit Planning
Business Management and Organization

SUCCESSION AND EXIT PLANNING

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 6, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Course Description

You’ve built a successful business and are ready to move on, either to a new venture or to a well-deserved retirement. Now what?

Join Chris Brown of Montage Partners to learn how to plan the best exit for you and your company, how to execute that plan, and how to ensure the legacy that you built continues after you’ve departed.

Learning objectives:


  • Learn the various options available to an exiting business owner

  • Learn the high level process for each of the exit options

  • Learn the pros & cons for each of the exit options

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Chris Brown

Montage Partners, Inc
Vice President, Business Development
[email protected]
480-676-6656

Montagelogo

Chris is Vice President of Business Development at Montage Partners. Chris’ primary responsibilities include sourcing and screening for new investment opportunities, building and maintaining intermediary relationships, and connecting with owners and management of lower middle-market companies.

Chris was previously a manager in the assurance practice at PricewaterhouseCoopers, where he led both public and private company audits primarily in the asset management and real estate industries. Prior to joining PricewaterhouseCoopers, Chris worked as an associate at Vicenti, Lloyd and Stutzman, LLP.

About Our Presenter

Montagelogo
Montage Partners is a people-first private equity firm managing more than $62 million of capital. Since inception in 2004, Montage Partners has invested in 16 companies. These 16 companies represent more than 1,100 employees, total greater than $270 million of combined revenue, and compete in diverse industries, including aerospace, food and beverage, technology, business services, industrial distribution, and niche manufacturing.