Family-Owned Commercial Real Estate: Transition, Succession & Exit Planning
You are personally invited to a Learning Event on generational transition of family-owned commercial real estate.
This invite-only event covers:
Strategic and financial analysis
Hold/sell decision process-mapping
Case studies on succession and exit planning
This is not a networking or referral event, and attendees will not be solicited.
Who Will Be In Attendance?
An intimate gathering limited to a total of 12-16 attendees, including:
6-8 Business Owners
that own real estate and interested in planning for transition, succession and business exit planning;
6-8 Trusted Advisors
who work in areas of Wealth Advisory, Estate Planning, M&A, CEO Group Leadership, Fiduciaries, Lenders, CPA's, Exit Planning Professionals, Business Consultants, Investment Bank, etc.