Whether you’re selling to a third party, transferring to the next generation, or just stepping away, it’s essential to have an exit plan. A well thought-out exit plan can minimize your company’s risk and maximize its value.

During this webinar, industry experts from CMTC and Bank of America cover the following topics to help you transition your business smoothly and profitably:

  • How to create a plan that integrates your personal, family, & company goals
  • The most common exit strategies
  • What to consider when structuring a sale
  • Ideas for your next chapter after you exit

This webinar was originally presented on August 16, 2023 at 11:00 AM PT. 

Meet the Speakers


Charles Schapira Headshot - 175x230

Charles Schapira

Shane Boex Headshot - 175x230

Shane Boex
Managing Director & Private Client Advisor
Bank of America Private Bank  

Michelle Weinstein Headshot - 175x230

Michelle Weinstein
Managing Director & Wealth Strategies Advisor
Bank of America Private Bank  


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