Business Owners & Exit Planning - Tips for Estate Planning Pros
We’re pleased to invite you to a timely and informative event hosted by the Essex County Estate Planning Council:
Business Owners & Exit Planning - Tips for Estate Planning Pros
Presented by Exit Boston, Mergers & Acquisitions
Join us for an engaging breakfast session hosted by Steve Vesey and Valerie McCormack.
Together, they will share key insights on exit strategic planning for business owners—focusing on the critical considerations that estate planners need to know when guiding their clients.
This event is designed to equip estate planning professionals with practical knowledge and strategies to better support clients preparing for business succession and transition.
This is a valuable opportunity to stay informed, ask questions, and connect with colleagues.
We hope you’ll join us for this important conversation!
Login now to register for this event.
