Business Succession Planning
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Breakfast Meeting
March 20, 2025
7:30AM Networking Begins 8:00AM Presentation
Topic: Business Succession Planning
At Legacy Partners, Chris created the Master Exit Plan® process - a comprehensive tool thathelps privately held, middle-market business owners create and execute successfu I exit strategies, resulting in the harvesting and preservation of their wealth for future generations.
Chris has a wealth of expertise in Mergers and Acquisitions. Starting her career as a CPA for Coopers & Lybrand, the company that later became PricewaterhouseCoopers following a merger, Chris gained valuable expertise in the financial sector. She then broadened her financial experience as an asset manager with Northwest Asset Management in Los Angeles. She subsequently served as an M&A Advisor at a global investment bank.
Following her positions in the corporate world, Chris became an entrepreneur and has successfully buiIt and sold multiple businesses. She has over twenty years of experience consulting for privately held businesses as they grow and ultimately execute their exit plans, while navigating complex deals on their behalf.
Chris speaks internationally on exit planning and mergers and acquisitions, is an expert contributor for media outlets, and a lecturer for Harvard University's Entrepreneurship and Innovation class. She is also the bestselling author of 7 Steps to Entrepreneurial Victory.
Don't forget... to bring a business card to drop in the bucket for a chance to WIN a special PRIZE!
The meeting will be held at the
St. Petersburg Yacht Club
11 Central Avenue, St. Petersburg FL 33701
Advance reservations are required.
Breakfast today was sponsored by:
THANK YOU TO OUR ANNUAL SPONSOR!
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