Membership Meeting: Planning Your Exit Strategy

Planning Your Exit Strategy

Cliff Reynolds and Michael Lissner, both with Acropolis Investment Management, will join us on February 20th to discuss strategies for business owners to eventually exit their companies.  Cliff is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) with more than 12 years experience in portfolio analysis and management.  Michael is a partner of Acropolis and is a Certified Exit Planning Adviser (CEPA).   Between them, they have more than 25 years experience in business transition planning and asset management.

Cliff and Michael will go over the primary considerations in planning an exit strategy, the business transition planning process, the pros and cons of various exit options, deal processes and structure, and the primary drivers of HVAC company valuation.  This is a meeting you won’t want to miss!

Time:  11:00a – 1:00p
Date:  Wednesday, February 20th
Place:  Orlando’s on Dorsett

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