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We had a great audience at our “Guide to Building Your Successful Exit Plan” seminar, as business advisors discussed the importance of succession planning and creating a successful and effective strategic plan for your business on May 24.


Thank you to our notable panel and to our event sponsor, XPX Exit Planning Exchange.

Alan Badey, Partner

Howard Klein, Partner 
Sylvie Gadant, Partner
Steve Ronan, Principal
Mandeep Trivedi, Principal