XPX DC Metro - UNIQUE ASPECTS OF TRANSFERS TO FAMILY MEMBERS

Since January we have discussed 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. This month our speakers are going to consider a variation on the case and discuss some unique aspects of Ray and Jimmy’s planned transfer to employees who are also family members.

XPX members, if you have an exit planning story involving family – we would love to hear from you! Come prepared to share your story from the trenches!

Join us! And please sign up early so we can plan for the breakfast and space on time!!

Our Panel:

Bob Cohen – Glass Jacobson PA

Michael Frost – Well Fargo