#203 - Succession Planning with Jessica Polito

Wicked Pissah Podcast

Financial Planning Association of New England and FPA NE에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Financial Planning Association of New England and FPA NE 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

1M ago 47:56

MP3•에피소드 홈

As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restrictive covenants will impact you? Is it important to you to keep your brand … technology … control of portfolio management? These and many other considerations are discussed in this episode as co-hosts Chris Boyd & Brad Wright speak with today’s guest, Jessica Polito (http://linkedin.com/in/jessica-polito-thm) of Turkey Hill Management (https://turkeyhillmanagement.com/). Jess is one of the several upcoming presenter at the Wicked Good Succession Summit on June 5, 2024. Register and join us!

FPA NE - Wicked Good Succession Summit | June 5th, 2024

Location: The Artisan at Tuscan Village, Salem, a Tribute Portfolio Hotel, 17 Via Toscana, Salem, NH 03079

Date and time: Wed, Jun 5, 2024 8:00 AM - 6:30 PM

Organizer: Kristin Beane, (508) 320-1685, admin@fpama.org

Price: $150 (member)/$200 (non-member)

https://www.fpanewengland.org/2024/05/june-5-wicked-good-succession-summit/

http://linkedin.com/in/j-christopher-boyd-b932169

http://linkedin.com/in/bradleyonair

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