Speaker

Joseph Bazzano, is a Certified Valuation Analyst, brings nearly 20 years of experience in public accounting and valuation services, to closely-held companies of all sizes. He is a member of the American Institute of Certified Public Accountants, Connecticut Society of Certified Public Accountants and National Association of Certfied Valuation Analysts. He is the former chair of the Connecticut Society of Certified Public Accountants' Manufacturing Committee. Joe's areas of expertise include financial reporting, mergers and acquisitions, exit strategies and tax planning and compliance with individuals and business entities in the manufacturing, construction, wholesale and real estate industries.

Chapter Leader

Warland Griffith III CFP®, CBEC™ is the founder and C.E.O. of Wealth Management Advisors, an independent advisory firm specializing in serving the unique needs of privately held business owners. He holds a BBA from the University of Miami's School of Business and is a graduate of the College for Financial Planning at Florida Atlantic University in Boca Raton.

Warland partners with his clients to protect and enhance the value of their business by teaming up with them to proactively design and execute customized exit strategies that will deliver the desired result. He also helps them optimize their personal financial readiness through holistic planning and effective wealth management solutions.

Initiating the process early empowers owners to tie the optimal exit option to their personal and company goals, and improve their personal net worth by means of a better organized business. This gives them greater control over its future value and transferability, and can provide substantial savings in pre-exit and post exit taxes and advisory fees. It also enables them to manage the execution of their exit over a timeframe of their choosing, without losing financial or operational control of the business.