Upcoming events

Driven to maximize your success

If you’re driven to maximize your success, you’ll enjoy our event location: the Vanderbilt Club located in the newly built clubhouse at Audrain Motorsport in Newport, RI.

You’ll have the exclusive opportunity to mingle with experienced subject matter panelists and your fellow attendees around some of the Audrain Group’s most unique and carefully curated cars on display in the showroom.

Join us for this roundtable discussion with subject matter experts from UBS, Kahn,Litwin,Renza, LLP, Duffy & Sweeney, LTD, and Summit CFO Services, Inc. on topics related to the importance aligning your business and personal goals, including:

• Harmonizing your personal and business financial plans
• Understanding best practices for business growth
• Knowing the difference between potential exit options
• Making a business attractive to a potential buyer
• Avoiding the risks and blind spots that impact a succession or exit
• Planning for “life after exit”

This event is sponsored by John Hancock Investment Management and FS Investment Solutions, who will both provide their latest views on the markets and what it means for business owners.

How to Exit Your Business

Identifying the best way to exit your organization is but one step in transitioning your company. It's important to review all of your options to maximize success.

That's why we are on a mission to educate business owners and their advisors about the key considerations, risks and opportunities they should know before, during and after a planned business exit.

Join us for this no cost or obligation panel discussion where you'll walk away with a roadmap to build your business value and choose how to eventually transition.

Hosted by Jamie Hilton of The Hilton Group who will also lead the discussion with the following panelsits: Ramsey Goodrich of Carter Morse & Goodrich, Pat Nelson from KKR, Mike Sweeney, Esq of Duffy & Sweeney, and George Warner of George Warner & Company, LLC. 

How to Exit Your Business

Identifying the best way to exit your company is but one step in ensuring a successful transition. It’s important to review all of your options, because “one size does not fit all,” as the saying goes.

Join us for a no cost, no obligation roundtable discussion geared specifically for business owners and their advisors. Learn what you need to know before, during and after a planned exit so you can drive your business value, manage financial windfall expectations, prepare for your next venture, or simply live the best life beyond your business.

If you’re driven to maximize success, you’ll enjoy our event location: the Vanderbilt Club located in the newly built clubhouse at Audrain Motorsport. You’ll have the exclusive opportunity to mingle with attendees around some of the Audrain Group's most unique and carefully curated cars on display in the showroom.

Hosted by Jamie Hilton of The Hilton Group who will also serve as a subject matter expert on the panel, the panelists are as follows: Ramsey Goodrich of Carter Morse & Goodrich, Jean Harrington of Duffy & Sweeney, and George Warner of George Warner & Company.