Episode 1: Exit Planning with Shannon Lewandoski Broker Banter

    • Entrepreneurship

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Shannon Lewandoski is both a designated CEPA and a member of the Synergy Wealth Team. Shannon works closely with entrepreneurs and business owners in supporting their financial growth methods. During this session of Broker Banter, we discuss the virtues required to overcome potential hurdles as they relate to business owner exit strategies.

Shannon Lewandoski is both a designated CEPA and a member of the Synergy Wealth Team. Shannon works closely with entrepreneurs and business owners in supporting their financial growth methods. During this session of Broker Banter, we discuss the virtues required to overcome potential hurdles as they relate to business owner exit strategies.