[ October 22, 2009, 9:00 am to 11:00 am ]

An Exit Planning Case Study – Learn and Collaborate with Other XPX Members in this Live, Interactive, Exit Planning Training Class.

Do you want to learn how to complete a business owner exit plan? Attend this 2-hour, special XPX presentation lead by Bonnie Carson DiMatteo and John Leonetti.  Bonnie Carson DiMatteo is founder of Atlantic Consultants, a 27 year veteran of management training, coaching and facilitation. John Leonetti is the author of Exiting Your Business, Protecting Your Wealth and founder of Pinnacle Equity Solutions, as they teach a case study in exit planning followed by group participation and exercises to have you learn what you need to know about preparing a business owner for their eventual exit.

Your registration for this event will include a pre-class assignment which is the factual summary of the business owner case study that will be presented. During the session you will listen to other XPX members as they help you discover and solve the issues that exist for any exiting owner trying to exit their business. Limited to 30 attendees.

Bonni Carson DiMatteo, CMC, is president of Atlantic Consultants; a family owned coaching and consulting firm founded in 1982.  Bonni helps companies and its leaders move their company and people to the next level.  A frequent speaker, facilitator, coach and management trainer, she consults to a wide variety of companies including private, public and non profit.

She has broad industry experience from professional and financial services to manufacturing, construction retail and biotech.  No matter the size or industry from family firms to Fortune 500, Bonni is best known for her ability to assess the challenges and opportunities and to help companies and their leaders develop and implement a plan to successfully achieve goals, build commitment, collaboration and customer focus. She helps leaders overcome obstacles and dynamics that prevent success by focusing everyone on the big picture and finding ways to take prioritized action. Before starting her firm, Atlantic Consultants in 1982 she was an Executive Director of a start up non profit and grew it to a for profit company that eventually sold for over 20 million. She was also a teacher, professor, editor and therapist.

She has developed a unique coaching program called Next Level Leadership Program which is targeted for high potential leaders or the C Suite and includes as individual assessment( 360; DISC) individual coaching; group coaching and management training workshops.

Her expertise includes coaching, strategic planning, management training, facilitation, change management and succession planning.
John M. Leonetti is the founder of Pinnacle Equity Solutions and, for fifteen years, has served as a principal, a manager, a transactional advisor, a legal advisor and a financial advisor to privately held businesses, their owners, and their advisors. Over this time period John has noticed a lack of consistency in how Exit Strategy services are delivered to the entrepreneur. This inconsistency exists, even though succeeding a business is one of the most important and complex financial decisions that will be made in that business owner’s lifetime. Proper planning and well timed exits can literally mean millions of dollars in additional Value and Wealth Preservation that is added to a business owner’s net worth and legacy.

John brings to the Exit Strategies practice an extensive education to go with his hands-on work experience. He earned his Law Degree from Suffolk University and is an attorney in the State of Massachusetts. Along with the Law Degree, John also completed a Masters Degree in Finance at Suffolk’s Sawyer School of Management and holds a BS in Finance from Providence College.
Academic achievements include teaching Retirement and Estate Planning courses at Suffolk University for those studying to earn the CFP® certification and a ‘first of its kind’ Private Capital Markets course being offered in the Spring of 2007. Private Capital Markets is a course for MBA Students, Entrepreneurial students, Business Owners and Advisors on Valuing, Financing and Transferring privately held businesses within the developing world of the Private Capital Markets. In the Fall of 2008 John released his book, Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and their Advisors.
Where: Regus Conference Center, Adam Fitz Training Room, 70 Walnut Street, Wellesley Hills, MA 781-239-8100
Time: 9:00 – 11:00 AM Coffee will be available. Registration begins at 8:45 AM.
Investment: Members: $20, Non-Members: $40 (Registrations at the door an additional $15)

Online pre-registrations (non-refundable) accepted until 1-1/2 days prior to the event. Questions about registration, email Donna Powell at donna@exitplanningexchange.com

or call 978.392.7929.

Register today – click here