XPX MD - Right People – Right Roles

Event Information

Date & Time

Fri, Apr 20th, 2018
8:00am - 10:00am (EDT)


Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228


XPX Registration Closed


First Time Guest $0.00
Non-Members Early Bird (through 4/2) $65.00
Non-Members Regular Rate (after 4/2) $85.00
Non-members Walk-In Registration $95.00
XPX MD Members Early Bird (through 4/2) $35.00
XPX MD Members Regular Rate (after 4/2) $45.00
XPX MD Members Walk-in Registration $55.00
XPX MD Sponsors (Annual & Event) $0.00
XPX Members from Other Chapters Early Bird (through 4/2) $45.50
XPX Members from Other Chapters Regular Rate (after 4/2) $59.50
XPX Members from Other Chapters Walk-in Registration $69.50

Succession planning within any organization is complex. As practitioners, we work diligently to ensure every aspect of the transaction is completed flawlessly (legal documentation is in order, valuation and financials are accurate, insurance is in place, etc.). But what if the individuals tasked with running the company are not yet capable of doing so?

Chris McDonell and Keith Daw, with McDonell Consulting Group, will walk us through the Top-5 steps every succession/exit strategy practitioner should consider before beginning the process. They’ll share examples of family-owned companies, venture-backed entities, and others, along with the tools utilized to ensure your clients have the data they need to confirm the right people are in the right roles for the transaction and beyond.