XPX Atlanta: Business Owners Who Have Sold – Lessons Learned and Advice

As we discussed in our December program, the transaction process is complicated and takes a lot of time, even when perfectly executed. At this event, we will get the perspectives of business owners who have sold their businesses – what went well, what did not go so well. They will share their learnings on the process and on the support of their advisory team. This is a time to get real and learn from our clients. Panel discussion and roundtable discussions will address this topic as we get to know our colleagues and how they deal with these issues. Panel Moderator: Barry Selvidge, Partner, Newport, LLC.  Our panelists who have sold their businesses: Jan Evans, Chris Nedza and Steve Phillips.

• Get real perspective from owners who have gone through the process
• Pick up tips on how you can enhance your processes in working with your clients
• Learn more about the right questions to ask of your clients
• Get to know other advisors as resources for your clients
• Enjoy a half hour of open networking
• Gain an appreciation of the power of the XPX Advisor Principles!

Registration & Open Networking 7:15 AM – 7:45 AM

PARKING OPTIONS!!

SELF-PARK: We will hand you a validated ticket after the event to use at the gate as you leave.

VALET: Your valet ticket will state “The Buckhead Club”, so you will not need anything to retrieve your car.