Meeting Information
“WealthPoint Know Your Story – The Why, How and What of Succession Planning”
Date:
Tuesday March 1, 2022
Time:
3:30pm - 5:00pm US/Mountain GMT-7:00
Location:
Zoom
Directions:

Meeting capacity:

300

Suggested Donation:

Agenda:

Topic: “WealthPoint Know Your Story – The Why, How and What of Succession Planning”

Speaker:  John H. Chionchio, Partner – WealthPoint Business Advisor Services

Presentation:
John will share insights gained from WealthPoint crafting and executing over 150 exits and successions. When you focus on one thing and deliver it this many times, you learn things that just aren’t in any books, college courses or certification classes. It’s been quite a journey of serving, learning and honing a process and tools to do something incredibly difficult, but incredibly rewarding. 

Discussion:

- To Boom or Not to Boom
- Ignorance, Bliss, The Dark Side and The Force
- Succession and Exit – Marketing vs. Reality
- The Why, How and What of Succession Planning
- Q&A

Speaker’s Bio:
As a partner at WealthPoint, John provides his business owner clients consultation on maximizing transferrable value, owner exit strategies and implementation. John grew up in Wisconsin. He is an Electrical and Computer Engineer and serial entrepreneur who joined the firm in early 2019 after 34 years of starting, building and monetizing businesses. Most notably selling his electronics businesses to Rockwell Avionics & Communication in a controlled auction against General Electric and Westinghouse. Then, after taking it to the next level with Rockwell, selling two years later to Westinghouse.
 

John Chionchio
John H. Chionchio, Partner – WealthPoint Business Advisor Services
For meeting information, please contact:

Mark Johnson

(602) 882-3086
Attendees
26
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