Exit like a Pro: The Attorney-Advisor Strategy for Business Transitions

As a trusted advisor, you play a key role in guiding business owners through the complexities of an exit. But are you leveraging the full power of collaboration to ensure the best outcome for your clients?

Join CJ Greer with Yolofsky Law for an exclusive seminar where we explore how attorneys and advisors—CPAs, financial planners, investment bankers, and private lenders—can work together during business transitions.

Why Attend?

✔ Strategic Insights: Learn the key legal and financial considerations that impact business exits ✔ Expert Perspective: Featuring CJ Greer, sharing years of experience in exit planning ✔ Real-World Case Studies: Understand how collaboration leads to better client outcomes ✔ Exclusive Networking: Connect with fellow professionals in private investments and succession planning

Event Venue & Nearby Stays

Pipeline Fort Lauderdale Coworking and Shared Offices, 100 Southeast 3rd Avenue, Fort Lauderdale, United States