At the 2021 Smart Business Dealmaker’s Conference in Chicago, John Alfonsi moderated a discussion titled, “The Complexity of Pre-Sale Estate and Wealth Planning.”
Participants on the panel include Pitcairn’s Andy Busser and Mark Petrosky of DP+.
“You’ve decided to sell your company, you’ve grown this baby, you’ve nurtured it, now’s the time to sell,” said John Alfonsi. “The question is how much thought went into what your post-sale life is going to look like. How is it going to affect your family and your finances?”
Watch the full panel here:
Read more about the panel discussion in Smart Business Chicago.