Summary: |
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Now On Demand. 100% of self-made business owners need an exit strategy. Building enterprise value and planning for business transition are essential to this growing segment of the economy. Yet, 83% of the business owners we surveyed lack even an informal exit strategy. Please join us for this informative webcast that will cover:
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only. |
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Speaker: |
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Michelle J. Black is a wealth advisory senior manager at Capital Group Private Client Services, part of Capital Group. She also serves as an asset allocation investment specialist for Capital International Research. She has 23 years of investment industry experience and has been with Capital Group for 16 years. Prior to joining Capital, Michelle was a manager and an investment planning analyst providing tailored asset allocation analysis at Sanford C. Bernstein & Co. She holds a bachelor’s degree in business administration from the University of Southern California and a professional designation in personal financial planning from the University of California, Los Angeles. She also holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations, and is a member of the Investments & Wealth Institute. Michelle is based in Los Angeles. |
Overview: |
Title: A goals-based approach to exit planning |
Date: Monday, October 22, 2018 |
Time: 1:00 PM Eastern Daylight Time |
Duration: 1 hour |
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