Monthly Meeting and Business Succession Planning Presentation
According to recent research, most of the business owners report regret of selling their business 12 months after a transaction is completed. In this presentation, Fern Hailey , CTFA, CWS® Sr. Relationship Strategist with PNC Private Bank will review the current state of business owner sentiment, discuss planning steps business owners should take before opening “their doors”, and how advisors play an important part in assisting clients and their families preparing for the sale of a business. We will also discuss post sale sentiment, and how establishing business and personal planning early can help ease potential regrets when selling a business.
*** Thank you, PNC Bank, for sponsoring our meeting and providing a meeting location! We are excited to host our April meeting in Palm Coast!
The PNC meeting room address is: 746 Belle Terre PKWY Palm Coast FL 32164. The meeting room entrance and parking are in the back of the building. ***
