2019 Speaker Series: Crafting an Effective Exit Strategy, April 5

Date: April 05, 2019

Time: 8:00 am

If you’re a business owner who has ever wondered about exit planning, you won’t want to miss this Speaker Series event. We’ll break the process down, help you understand business valuation, and give you real-world insights you can use to navigate the process.

Join us to learn more about how you can create an effective exit strategy that will allow you to transition from your business on your terms—and in the best way for the business itself. You’ll learn how an effective exit plan will help you maximize financial return, minimize tax liability, plan for contingencies, and increase the likelihood of a successful business transfer. 

Presenters & Topics

  • Creating an Exit Plan | Gregory A. Ahrens, CFP®, ChFC®, CExPTM and Carl A. Lutz, ChFC®, RICP®, CLTC, Exit Planning Advisors with Alliance Advisory Group, will discuss the structured comprehensive process that business owners can use to create a strategic exit plan.
  • Business Valuation | Eric A. Soucia, CPA, CVA, a partner at Dansa D’Arata Soucia LLP, will discuss business valuation, a topic that’s foundational to exit planning.
  • Real-World Insights | Richard F. Gioia, the Founder & Managing Partner of Lorraine Capital, will share strategic insights from his private investment firm.

Buffalo Niagara Partnership
257 West Genesee Street
Buffalo, NY 14202


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