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Exit Opportunities for the Privately Held Business

The M&A Alliance invites you to join us for an engaging and informative discussion on: “Exit Opportunities for the Privately Held Business”

We will be having a one on one virtual interview with Alan Schoenberger,  Founder of Endeavor Financial Planning. Mr. Schoenberger is a Certified Financial Planner™ (CFP®), Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor CEPA. He assists individuals and small business owners achieve their financial dreams. Alan is also qualified to advise and manage company retirement plans and has the expertise to help business owners plan for the longevity of their companies even after they personally choose to exit or retire.

In our discussion you will learn about:

• The various exit planning options
• The challenges of each option
• What business owners need to think about before deciding on an exit plan.

Host: Kyle Griffith, CBI – Managing Partner of The NYBB Group and Founder of The M&A Alliance 

Tuesday, June 30th, 2020

6:00 PM – 6:30 PM



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