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BIBA Presents - Exit Planning Strategy and Execution

Boston Irish Business Association

Thursday, April 25, 2013 from 7:30 AM to 9:30 AM (EDT)

BIBA Presents - Exit Planning Strategy and Execution

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Your business is your most valuable asset - What steps could you take right now to maximize its value to help provide for the lifestyle/retirement you’ve always envisioned?

Join fellow business owners and BIBA members for a discussion/Q&A on how you can potentially build value and position your business for a successful exit. 

We’ll discuss strategies for how to potentially build maximum value in your business and position it for a successful sale.


A Few Topics to be Covered:

•How to Align Your Interests with Key Executives

•Will You Have Enough? -  Financial Gap Analysis: Develop an investment / business succession plan to help support your retirement and lifestyle. 

•Help build value in your business by identifying and implementing the key business attributes that drive valuation in the buyer’s mind.

•How Am I Doing? - Track your Investment Performance versus your Legacy, Life and Luxury

•Understanding the factors driving the value of your business.


This discussion will be led by Paul Toomey, Senior Vice President - Investments, with Wells Fargo Advisors, (https://home.wellsfargoadvisors.com/paul.toomey)  with over 20 years in the financial services industry and Bill Gately, Principal of The Rockland Group (www.rockland-group.com), a management consulting firm providing strategic and operational expertise to prepare businesses for exit and succession.

This event is sponsored and financially supported by Wells Fargo Advisors.  The opinions expressed by the guest speakers are those of the speakers and are not necessarily those of Wells Fargo Advisors or its affiliates.  The material has been prepared or is distributed for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. This event is educational in nature; no specific products or services will be discussed.

The web sites or contacts mentioned in this material are not affiliated with Wells Fargo Advisors or its affiliates.  Our firm has not verified the information and opinions, nor do we make any representations as to their accuracy or completeness. Please note that we are not responsible for the information contained on the listed web sites or articles. The sites are provided to you for informational purposes only.

Sponsored by Wells Fargo Advisors, LLC. Member SIPC

Have questions about BIBA Presents - Exit Planning Strategy and Execution? Contact Boston Irish Business Association
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When & Where

Algonquin Club
217 Commonwealth Avenue
Boston, MA 02116

Thursday, April 25, 2013 from 7:30 AM to 9:30 AM (EDT)

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Boston Irish Business Association

The Boston Irish Business Association's (BIBA) mission is to help its members create and foster meaningful business relationships, while offering a dynamic platform for companies looking to gain brand exposure for their products and services (both locally and in Ireland). The organization provides value to its members and member organizations through enabling business and professional growth among a diverse network of people who are looking to retain and strengthen their connection to Ireland.


Check out our new website!


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BIBA Presents - Exit Planning Strategy and Execution
Boston, MA Events Business

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