XPX DC Metro - PULLING IT ALL TOGETHER: PREPARING THE DEAL

For the past six months in our case study on Insider Sales, we have been working with the owners of North American Engineering, Ray and Jimmy to prepare for a transfer to employees. We have worked with them on their personal and business preparedness for exit, and this month will discuss the Exit Planning Process and how that Plan connects to the deal we structure.

In our July session we’ll talk through:

1. The deal and how it ties to their personal goals.
   
2. The major elements of the Exit Plan
   
3. The need to coordinate the advisory team
   
4. The seller and buyer perspectives
   
5. The next steps
   

This session will highlight our need as advisors for skilled collaboration with each other!

Join us! And please sign up early!!