[Podcast] The Importance of Value in a Successful Exit Strategy Podcast June 1, 2012 by Vistage Staff 0 comments 2422 viewson Exit Planning Patrick A. Ungashick leads several companies that provide financial consulting and advisory services and products. His companies help business owners build companies that they can happily exit from, advise investment committees of mid-sized retirement plans how to create successful participant outcomes, and help consumer investors reduce risk and achieve personal financial goals. Highlights: Why too …
Succession Strategies: Prepare Your Business for a Successful Exit May 3, 2012 by John Bogdon 0 comments 3148 viewson Exit Planning Patrick Ungashick, an author and CEO of White Horse Advisors, has devoted 20+ years to helping business owners in a variety of industries and company sizes to formulate exit plans. In his Fridays with Vistage webinar, “Succession Strategies: Prepare Your Business for a Successful Exit,” he reinforces awareness that exiting a business is not an …
‘Exit’ Specialist Patrick Ungashick Shares the ‘New Rules for Succession (Exit) Planning’ November 4, 2010 by Vistage Staff 0 comments 3027 viewson Exit Planning Wall Street worries about ‘succession’ planning, but when we are leaders and owners of privately owned companies, we worry about ‘exit’ planning. At his workshop today for the Vistage National Chief Executive Conference, speaker Patrick Ungashick defined ‘Exit Planning’ as “the conscious effort to grow your business in a manner that efficiently converts ownership into …