Planning a successful exit in times of uncertainty

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Exit Planning Exchange

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Program produced by XPX Long Island

The exit environment has changed considerably in a very short period of time.

How will the business “pause” impact valuations and activity?

What actions should owners and advisors take now?

Hear from experienced advisors as they share their best advice for navigating these uncertain waters (and see content they’ve shared on our Covid Resources page).

Meet our Panel:

  • Cristina Givelechian, Sr. Relationship Manager – City National Bank
  • Dennis O’Rourke, Partner – Moritt Hock & Hamroff LLP
  • Terry Hannafin, Managing Director – Carter Morse & Goodrich

Moderator:

  • Diane Johnston, Financial Advisor – Bernstein Private Wealth Management

 

Updated: May 4th, 2020

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