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  • Exit Planning Exchange
Exit Planning Exchange
Jun
13

XPX DC Metro - CHALLENGES AND CONSIDERATIONS OF A SUCCESSFUL FAMILY TRANSFER

Details

Date & Time

Thu, Jun 13th, 2019 ⋅ 7:30am - 9:30am (EDT)

Location

Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD

Tickets

Non-Members
$60.00
Other XPX Chapter Members
$45.00
XPX DC Members
$30.00
XPX DC Sponsors
$0.00

Join us on June 13th as we continue our discussion of the buy side of business transactions. Our June meeting is focused on the special "unique needs and considerations" of successfully transferring a business to family members. We are fortunate to have Patrick Carroll, a professional with 35 years of business consulting experience, join us to lead this session!

Make sure to mark your calendars for our June 13th meeting, and sign up now!


Our Speaker:

Patrick Carroll Founder & CEO of Obsidian Planning Solutions, Bio


IMPORTANT NOTICE: PLEASE TAKE NOTE OF THE CHANGE OF DATES FOR OUR MONTHLY EVENTS. FOR 2019, WE ARE GENERALLY MEETING THE FIRST THURSDAY OF EACH MONTH (EXCEPT JUNE AND JULY). PLEASE NOTE THE SAVE THE DATE NOTICE EACH OF YOU RECEIVED AT OUR HOLIDAY EVENT, OR WAS SENT TO YOUR EMAIL. MAKE NOTES OF THESE DATES ON YOUR ANNUAL CALENDAR SO YOU DON’T MISS A SINGLE MEETING!!

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