CMM Managing Partner Ramsey Goodrich presented a case study and facilitated a round table discussion for the Exit Planning Exchange (XPX) in both New York and Fairfield Country chapters. The fictitious case, the third one drafted by CMM for use by the Exit Planning Exchange, will be used as the basis for a full year of programming for multiple XPX chapters. For more information, please visit www.exitplanningexchange.com or click below for a copy of the case study
Carter Morse & Mathias | The Tide Mill Building | 99 Harbor Road | Southport, CT 06790Carter Morse & Mathias | The Tide Mill Building | 99 Harbor Road | Southport, CT 06890
203-349-8371 | www.cartermorse.com
Securities are offered through Carter Capital Corporation, memberFINRA and SIPC.
This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, tax or other professional advice. While the information herein is deemed reliable, CMM cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.