SmartCEO Exit Planning Roundtable
Ryan Udell, co-chair of the Corporate Practice Group, participated on a panel of wealth managers, CPAs, attorneys, valuation experts, family business strategists, and current and former CEOs to discuss the exit planning process. The conversation was recorded and shared with SmartCEO magazine's readership of 45,000 CEOs in the Philadelphia region.
As a generation of CEOs approaches retirement age, many seek advice on the best exit strategy for their businesses. Topics discussed include:
- aligning a CEO’s exit strategic with his or her goals
- maximizing the value of the business
- ensuring a smooth transition to new leadership