XPX Atlanta: BRAND & MARKETING – CONSIDERATIONS THROUGHOUT THE BUSINESS LIFE CYCLE AND LEADING UP TO SALE

What is branding? Probably more than you think. We will discuss how brand and marketing support each other to ensure the success of the business. Creating a brand from the outset will support early growth and differentiate your client from the competition. Buyers are scrutinizing that differentiation and the intellectual property of the company. Discussion will address the operational and strategic issues that will help you have better conversations with your clients. Get the brand perspective from Jeff Armacost (Whole Brain Brands), marketing insights from David Harbin (Harbinger Marketing), and an Intellectual property perspective from Ed Khalili (Founders Legal) -  moderated by Ben Cagle (Cagle Consulting Partners).

• The basics on branding and marketing.
• How to think about brand from an exit planning perspective.
• What is intellectual property and how to identify opportunities.
• How to have the conversation with your client.
• What should you be doing at your own firm?
• As always, get to know other advisors as resources for your clients.
• 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.