XPX Bill & Philip Noonan Chapter 1: Joining A Family Business

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Exit Planning Exchange

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Bill and Philip Noonan of Contavisory Investment Management talk about the influence their father had on the family business. As Philip and Bill became involved in the company around 1998 while it was still a research firm, they immediately took a close look at the strategic plan, which ultimately lead to a shift in the focus to asset management. Family is a core value guiding Bill and Philip’s leadership.

Updated: August 20th, 2012

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