Scott is the Vice President of Sales and Marketing for the Exit Planning Institute. He is a passionate Cleveland entrepreneur who started his first business at the age of 17. After successfully selling his first business in 2010, Scott partnered with...

Tom Deans Ph.D. is the author of Every Family's Business: 12 Common Sense Questions to Protect Your Wealth and Willing Wisdom: 7 Questions to Ask Before Your Die. With more than 250,000 copies in circulation, Every Family's Business is the...

David Finkelstein has been a serial entrepreneur since 1994. He is currently the owner of Contextuads, LLC, an internet advertising business expanding into big data. David has successfully built and sold two internet businesses

Matt is a native of Hawthorne, New Jersey -a few miles outside of NYC. After graduating Summa Cum Laude with a Bachelor of Science degree in Nuclear Engineering from Rensselaer Polytechnic Institute, Matt earned and accepted a commission in the United...

Josh Patrick has owned and operated a variety of businesses dealing with food, including food vending, coffee service, catering, and wholesaling, and several others dealing with food. For the past 15 years he has owned and operated a wealth management...

Terry Freeman is a long time energy services, construction and maintenance executive, investor and board director. He was with Flint Energy Services Ltd. as CFO and Board Director for 20 years, helping oversee its growth from $20 million in revenue to...

In this session you will learn about: 3 things any owner can start doing right now to prepare for an exit Ccommon mistakes owners make when discussing an exit strategy with their executives – Don’t miss this session The best way to discuss exit strateg...

In this episode you will learn about: What are buy and sell agreements When you you have two or more partners in a business, why is a buy/sell agreement so important The role life insurance plays when funding a buy/sell agreement How else do your busin...

About James E. Hughes, Jr., Esq. Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press and is the co-author with Susan Messe...

In this session you will learn about: Functions for each member on every world class transition team 3 things any owner can do right now to prepare for an exit The most common exit options Best way to discuss exit strategy with internal and external st...