XPX - Charlotte - Exit Planning Exchange’s Post

Why Deals Fail? That was topic of yesterday's informative session. Our expert panel shared experiences of deals that crashed and burned and deals that made it over the finish line, but later turned to lemons.  Many thanks to our panel... Brandy Milazzo, David Kostmayer and Michelle Fritsch, PharmD, BCGP. And our skilled moderator Ann Marie Williams.

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William M.

Marketing & Sales Leader | Digital Strategist | Technologist | HubSpot Solutions Partner | Board Member | CIYT

1mo

Thanks to the panel for an enlightening session yesterday. Brandy Milazzo, you shared the quip that "time kills all deals." Can you, or someone else who does this for a living like Adam Petricoff, CBI, CMAP, MAMI or Matt Bradbury, share your perspective on where the sweet spot should be to get a deal done? I'm sure it depends on size as well. Just curious what business owners should expect going into a process that is most likely to be a bumpy road.

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Another great XPX - Charlotte - Exit Planning Exchange panel discussion. Deals are very complicated and no deals are alike, and they often fail. This was an excellent discussion conversation. Thank you to Michelle Fritsch, PharmD, BCGP , Brandy Milazzo , David Kostmayer and our moderator Ann Marie Williams

Michelle Fritsch, PharmD, BCGP

Retirement HEALTH Specialist * Medipreneurs Summit *Speaker * Author * Geriatric Specialist * Creative Problem Solver

1mo

And they do fail! Thank you for the opportunity to join this conversation that specifically incorporated legal, accounting, and health reasons and how to get in front of those. #stressmanagement, #communication, and planning ahead are certainly key components. Thank you, Dianne Chase, for the conversation after that really emphasized that communication piece!

Michelle Fritsch, PharmD, BCGP

Retirement HEALTH Specialist * Medipreneurs Summit *Speaker * Author * Geriatric Specialist * Creative Problem Solver

1mo

Brandy Milazzo, David Kostmayer, Ann Marie Williams thank you for including me on the panel.

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