The last 2 years have been crazy, and the investment banking business is no exception. Join Joe to understand the nuances in the differences of how you get a transaction done today versus how you used to get it done.  When helping a client go through a sale, understanding the process and setting expectations is still key.  The advisory team must integrate a business owner’s business, personal, and financial goals into one strategy.  Help your entrepreneurs not only understand the process but also navigate through to a successful completion with you as their key advisor.

• Business exit strategies that are working in the current environment
• Navigating business exit planning and options
• Keys to executing successful exit transaction