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The Importance of Exit Planning — A Conversation with a Business Owner

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Tuesday, June 13, 2023

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11:00 a.m.–12:00 p.m. PT / 2:00–3:00 p.m. ET

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Webinar

Join us for a discussion with business owner Joselyn Raymundo, who has successfully implemented an exit plan for her thriving home infusion company, and hear insights on the importance of owners preparing in advance for their eventual exit from their business. Our panel will lead a discussion on the following topics:

  • What’s the right exit path for me?
  • How do I determine if I’m ready?
  • How do I know what my business is worth?
  • How can I manage the exit process and the running of my company successfully — and simultaneously?

Speakers

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RICHARD SCARPELLI

Executive Vice President, First Republic Private Wealth Management, and Head of Financial Planning, First Republic Investment Management

Richard Scarpelli is Managing Director and Head of Financial Planning at First Republic Private Wealth Management. Prior to joining First Republic in 2017, Mr. Scarpelli was Head of Financial Planning at UBS and was also Co-Head of Advanced Planning and a Senior Wealth Strategist. Prior to UBS, he was a Tax Senior at Arthur Andersen in the Private Client Services group, providing individual, partnership and gift tax advice to high net worth clients. He is a licensed certified public accountant in the state of New York.

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JAY HALVERSON

Estate and Business Planning Specialist, First Republic Securities Company

Jay Halverson is Senior Managing Director of Estate and Business Planning at First Republic Securities Company. Prior to joining First Republic in 2016, Mr. Halverson helped build a small startup ATM processing company into an over $100 million acquisition to E-Trade. Along with holding various leadership roles, Mr. Halverson served as COO for Certified Security Solutions and a Managing Member of Financial Blueprint Design. His expertise and experience center on assisting business owners with their challenges regarding succession, exit and transition.

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JOSELYN RAYMUNDO, PHARM. D.

Founder, Rochester Home Infusion, and Home Patient Care Entrepreneur

Joselyn Raymundo started her career as a hospital corpsman in the United States Navy. She used the G.I. Bill to get a Doctor of Pharmacy from the University of California, San Francisco, in 1998. In 2001, she formed the Children’s Minnesota Home Infusion department specializing in pediatric care at home. In 2011, she joined Medco/Express Scripts to run its Midwest specialty and home infusion pharmacy before becoming an entrepreneur. After launching a successful medical business in 2013 in Rochester, Minnesota — primarily serving patients from the Mayo Clinic — she became the Founder and CEO of Rochester Home Infusion, until it was acquired by Option Care Health, a leading national home infusion provider, in August 2022. Ms. Raymundo’s contributions to the medical community continue to garner her recognition as a local leader and mentor encouraging entrepreneurial activity in Rochester. She serves on multiple boards, including that of Destination Medical Center, which serves as a catalyst in making Rochester a premier destination for health and wellness.

The guest speaker(s) is neither an employee nor affiliated with First Republic. Opinions expressed by the guest speaker(s) are solely their own and do not necessarily reflect those of First Republic.

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ED RAYYIS

[Speaker Title], [Speaker Company]

Speaker 4 Bio

Disclaimer Speaker 4

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JOSELYN RAYMUNDO, PHARM. D.

Founder, Rochester Home Infusion, and Home Patient Care Entrepreneur

Joselyn Raymundo started her career as a hospital corpsman in the United States Navy. She used the G.I. Bill to get a Doctor of Pharmacy from the University of California, San Francisco, in 1998. In 2001, she formed the Children’s Minnesota Home Infusion department specializing in pediatric care at home. In 2011, she joined Medco/Express Scripts to run its Midwest specialty and home infusion pharmacy before becoming an entrepreneur. After launching a successful medical business in 2013 in Rochester, Minnesota — primarily serving patients from the Mayo Clinic — she became the Founder and CEO of Rochester Home Infusion, until it was acquired by Option Care Health, a leading national home infusion provider, in August 2022. Ms. Raymundo’s contributions to the medical community continue to garner her recognition as a local leader and mentor encouraging entrepreneurial activity in Rochester. She serves on multiple boards, including that of Destination Medical Center, which serves as a catalyst in making Rochester a premier destination for health and wellness.

The guest speaker(s) is neither an employee nor affiliated with First Republic. Opinions expressed by the guest speaker(s) are solely their own and do not necessarily reflect those of First Republic.

Speaker 6 Image

ED RAYYIS

[Speaker Title], [Speaker Company]

Speaker 6 Bio

Speaker 6 Disclaimer

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