Sep
18
XPX CT - Breakfast Meeting
Details
Welcome to the 2015-2016 Exit Planning Exchange Connecticut Chapter Case Study!
As an association of seasoned advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients. However, none of us can work in a vacuum; each of us are part of a collective team effort that has to encompass a holistic approach to our clients and their needs. Each client is unique, as are the facts and circumstances surrounding each of our engagements. As a result, there are no standardized answers or ‘cookie-cutter’
solutions.
With this in mind, XPX has attempted to create a ‘typical’ case of a business owner and some (but certainly not all) of the issues that the owner is facing. We will be using this as our ‘client’ for the year and will be building upon this case for each XPX event this year. Each event will focus on our ‘client’ so that there is consistency and continuity in the preparation process throughout the year.
Below is our tentative schedule of Friday events, each of which build upon the prior event, each with a focus on our ‘client.'
September 18, 2015: Strategic Options Overview / Case Setup
October 16, 2015: Managing Family Dynamics – How can the family prepare for success?
November 20, 2015: Wealth Management Planning – How much do I really need?
December 18, 2015: Estate Planning Options – Focus on after tax proceeds
January 15, 2016: Business valuations – What is the business really worth?
February 5, 2016: Successful Exit Stories: Joint meeting with ACG
March 18, 2016: Investment Banking Process - The journey to a Closing
April 22, 2016: Negotiating Strategies – How can I get what I need and want?
May 20, 2016: Due Diligence Preparation and Pitfalls – War stories
June 17, 2016: Legal Documents: What are they and what do they mean?
July 21, 2016: Closing Cocktail party! A classic celebration for a successful exit
While we hope you will attend the entire series of our Friday meetings, you will learn something at each meeting, whether or not you have participated in prior sessions. We look forward to seeing you soon!
Case Study
Investment
XPX CT Members in good standing are free.
Non-members early-bird through 9/16: $60
After 9/16: $75
As an association of seasoned advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients. However, none of us can work in a vacuum; each of us are part of a collective team effort that has to encompass a holistic approach to our clients and their needs. Each client is unique, as are the facts and circumstances surrounding each of our engagements. As a result, there are no standardized answers or ‘cookie-cutter’
solutions.
With this in mind, XPX has attempted to create a ‘typical’ case of a business owner and some (but certainly not all) of the issues that the owner is facing. We will be using this as our ‘client’ for the year and will be building upon this case for each XPX event this year. Each event will focus on our ‘client’ so that there is consistency and continuity in the preparation process throughout the year.
Below is our tentative schedule of Friday events, each of which build upon the prior event, each with a focus on our ‘client.'
September 18, 2015: Strategic Options Overview / Case Setup
October 16, 2015: Managing Family Dynamics – How can the family prepare for success?
November 20, 2015: Wealth Management Planning – How much do I really need?
December 18, 2015: Estate Planning Options – Focus on after tax proceeds
January 15, 2016: Business valuations – What is the business really worth?
February 5, 2016: Successful Exit Stories: Joint meeting with ACG
March 18, 2016: Investment Banking Process - The journey to a Closing
April 22, 2016: Negotiating Strategies – How can I get what I need and want?
May 20, 2016: Due Diligence Preparation and Pitfalls – War stories
June 17, 2016: Legal Documents: What are they and what do they mean?
July 21, 2016: Closing Cocktail party! A classic celebration for a successful exit
While we hope you will attend the entire series of our Friday meetings, you will learn something at each meeting, whether or not you have participated in prior sessions. We look forward to seeing you soon!
Case Study
Investment
XPX CT Members in good standing are free.
Non-members early-bird through 9/16: $60
After 9/16: $75