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Unlock the Value of Your Business

Please join us for an informal discussion about how to assess, grow and capture the value of your business. Learn how your exit strategy will affect the value you receive.

Panel:

Michael Fromson

Certified Exit Planner

Compass Business Solutions

Marcel Bernier
Business Attorney

Murtha Cullina, LLC

Peter Leppones, CFP®

Financial Advisor
Apella Capital, LLC


Apella Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that any discussion or information contained during this material will serve as the receipt of, or as a substitute for, personalized investment advice from Apella or your adviser. Please be advised that Apella does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.

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