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Multi-Chapter Virtual Event | Exit and Succession Planning: Boardroom Perspectives

Wednesday, October 15, 2025, 12:00 PM - 1:00 PM EST

Category: New England

Exit and Succession Planning: Boardroom Perspectives

Overview

Exit and succession planning is an integral part of ongoing business strategy for private companies. This session explores common boardroom challenges and governance considerations that can arise during exit planning, including differing shareholder priorities, balancing active and non-active directors, and timing considerations. The discussion also highlights considerations boards may review to support business value and align with ownership objectives.

Key Learning Objectives:

Attendees will gain insights into how boards can engage with ownership to understand succession goals and support enterprise value, navigate common boardroom challenges, and address strategic considerations such as enhancing business value and managing risks associated with the 5D’s (death, disability, divorce, disagreement, and distress). The session will also provide practical guidance on timing and decision-making in exit and succession planning.

Registration

$0 Members
$40 Non-Members

Register

Speaker:

Frank Fantozzi
CPA, MST, PFS, CDFA,
AIF®, CEPA,
President and Founder,
Return on Life® Wealth
Partners

A Certified Exit Planning Advisor (CEPA), Frank has helped business owners transition on their terms since 1994. He leads an experienced team of advisors in developing tailored strategies for high-net-worth families and business owners in Northeast Ohio and nationwide. His Cleveland-based independent registered investment advisor (RIA) firm provides clients with access to a full suite of wealth management, business succession, and corporate retirement plan services.

Frank serves on several not-for-profit boards and is a member of the American Institute of Certified Public Accountants (AICPA) where he received his Personal Financial Specialist (PFS) designation and is active on its tax and financial planning subcommittees. He is active in the International Association for Financial Planning (IAFP), the Institute for Divorce Financial Analysts (IDFA), Fi360, and the Entrepreneurs’ Organization (EO) where he completed the Entrepreneurs’ Master’s Program.