Exit Planning for Closely Held Businesses: Value, Legacy, and Succession with Joseph Auteri
Joseph Auteri, Founder, President & CEO of Tradecraft Financial Group, returns to MNY to discuss the growing field of exit planning for closely held and family-owned businesses. Joe will explore both the quantitative side of exit planning—such as increasing enterprise value and preparing a business for a future transaction—and the qualitative decisions surrounding succession, family ownership, and preserving a founder’s legacy. Drawing on more than 30 years of experience in financial, estate, and business-owner planning, he will explain how advisors can help owners prepare for one of the most significant financial transitions of their lives. Attendees will gain insight into a core area of financial planning for business owners and the opportunities available to advisors who specialize in serving this market.
Nov9
Date & timeMonday, November 9, 2026 · 5:30 PMEnds 6:30 PM
LocationSign in to download the location
OrganizerMNY Mu Nu Upsilon Professional Co-Ed Fraternity
SourceBullsConnectOpen source ↗
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Exit Planning for Closely Held Businesses: Value, Legacy, and Succession with Joseph Auteri
Joseph Auteri, Founder, President & CEO of Tradecraft Financial Group, returns to MNY to discuss the growing field of exit planning for closely held and family-owned businesses. Joe will explore both the quantitative side of exit planning—such as increasing enterprise value and preparing a business for a future transaction—and the qualitative decisions surrounding succession, family ownership, and preserving a founder’s legacy. Drawing on more than 30 years of experience in financial, estate, and business-owner planning, he will explain how advisors can help owners prepare for one of the most significant financial transitions of their lives. Attendees will gain insight into a core area of financial planning for business owners and the opportunities available to advisors who specialize in serving this market.