Risk Advisory
Understanding DMF Certification: Process, Timeline, and Key Decisions
When DMF certification becomes a necessity, understanding how controls, documentation, and attestation come together is key to meeting NTIS requirements.
The New England Chapter of the Exit Planning Exchange (XPX New England), in collaboration with the world renowned Northeastern University Center for Family Business, is presenting an educational workshop on March 27th for the benefit of private company business owners moderated by AAFCPAs Partner Jack Finning, CPA, CGMA. Jack will lead this interactive discussion on Finding the Right Advisors, where attendees will walk away with tangible steps they can take to build a stellar advisory board, as well as valuable connections.
Who do you turn to when you need an outside perspective about your business? While most business owners have a mentor or trusted circle of friends, most private companies do not have a formal advisory board and are missing out on valuable insight and guidance.
Topics covered will include:
- Where do you find the right advisors?
- How often should you meet, and who leads the meetings?
- What is an ideal number of advisors?
- What is the right mix of expertise?
- What kind of investment should I make to get an “Outside the Box” A-team?
Date: Tuesday, March 27th, 2018
Time: 4:00 PM – 6:30 PM
Location: Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA
This event is complimentary for XPX New England Members. Learn more and register. >>
AAFCPAs is an active member of XPX New England, a multi-disciplinary community of professional advisors who work collaboratively to help business owners build valuable businesses and assist them in preparing and executing a successful transition.
AAFCPAs has delivered trusted transition solutions since our inception in 1972. We are happy to share our succession planning expertise with the XPX New England community, and to serve as a resource for the region’s privately-held businesses.
