#203 - Succession Planning with Jessica Polito

Wicked Pissah Podcast

Innehåll tillhandahållet av Financial Planning Association of New England and FPA NE. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Financial Planning Association of New England and FPA NE eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

5M ago 47:56

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As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restrictive covenants will impact you? Is it important to you to keep your brand … technology … control of portfolio management? These and many other considerations are discussed in this episode as co-hosts Chris Boyd & Brad Wright speak with today’s guest, Jessica Polito (http://linkedin.com/in/jessica-polito-thm) of Turkey Hill Management (https://turkeyhillmanagement.com/). Jess is one of the several upcoming presenter at the Wicked Good Succession Summit on June 5, 2024. Register and join us!

FPA NE - Wicked Good Succession Summit | June 5th, 2024

Location: The Artisan at Tuscan Village, Salem, a Tribute Portfolio Hotel, 17 Via Toscana, Salem, NH 03079

Date and time: Wed, Jun 5, 2024 8:00 AM - 6:30 PM

Organizer: Kristin Beane, (508) 320-1685, admin@fpama.org

Price: $150 (member)/$200 (non-member)

https://www.fpanewengland.org/2024/05/june-5-wicked-good-succession-summit/

http://linkedin.com/in/j-christopher-boyd-b932169

http://linkedin.com/in/bradleyonair

150 episoder

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