XPX MD - Human Capital and Its Impact on Transitioning Businesses

Human Capital and Its Impact on Transitioning Businesses

To create a positive client experience during an M&A transaction, it is critical to involve an experienced Human Capital Team during the due diligence process. The key human capital related points that are highlighted during the due diligence process include; organizational structure, talent assessment/alignment, HR compliance, a benefit transition plan and a cultural integration planning process. During this XPX presentation, you will learn the road map of the sequence of events that will lead to a successful M&A opportunity for you and your clients. 

Liz Rhode, the Founder of Maryland Athletic Club & Wellness Centers, will join Pat Isaac and Karen Brogan of Capital Services, Inc., and relate some challenges and successes she experienced during the sale of her business. Our panel will provide guidance into how to improve experiences for your client's M&A transactions.

Panelists:

Pat Isaac, CEO, ACBC, Capital Services, Inc.
Karen Brogan, CFA, CFO, Capital Services, Inc.
Liz Rhode, former Owner/Founder, Maryland Athletic Club & Wellness Centers