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  • Exit Planning Exchange
Exit Planning Exchange
May
05

XPX DC Metro: The Partnership Charter - How to Avoid a Partnership Disaster….. and Build One That Will Last!

Details

Date & Time

Thu, May 5th, 2022 ⋅ 7:30am - 9:00am (EDT)

Location

The Tower Club: 8000 Towers Crescent Dr Suite 1700, Vienna, VA 22182

Tickets

DC Metro Members
$35.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Guests

Registrants

24 people attended
Lizabeth Wesely-Casella of L-12 Services LLC is a member of XPX DC Metro
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Michael Metz of FNB is a member of XPX DC Metro
+19


It is estimated that between 70% and 80% of business partnerships fail. Why? Misunderstood expectations, unclear personal priorities and different business goals can be sand in the gears of a smooth functioning partnership. Despite the amount of partnership conflict, it is rare to find partners who sit down together and thoroughly explore the ins and outs of their partnership and how they will work and make decisions together. David Gage is the author of “The Partnership Charter” and with his wife Donna, leads BMC Associates. The Partnership Charter is a conflict prevention tool designed to help partners avoid the pitfalls and plan for their success. Please join us to learn from David and Donna how this process works and how to ensure increased probability of success for our clients.

Partners Planning – Beginnings and Endings



David Gage

David Gage is a clinical psychologist, mediator, author, and founder of two business-partner-related firms: BMC Associates, which has worked exclusively for 30 years with business partners and co-owners of family businesses – helping them prevent and resolve co-owners conflicts – and The Partnership Charter Institute, which was founded 4 years ago to develop an online tool for firms to use with their own business-partner clients.

David has written for and been featured in numerous publications, and has spoken to dozens of organizations. He is the author of The Partnership Charter, which remains one of the only books that thoroughly addresses both the business and interpersonal sides of having partners.

Donna Gage

Donna Gage is an accomplished negotiator, mediator, and executive. As a principal with BMC Associates she both mediates conflicts among business partners and family business owners, and helps partners develop, fine-tune, and transition their partnerships by collaboratively developing Partnership Charters.

Donna has brought her decades of experience as a Chief Nursing Officer at Penn State Hershey Medical Center, MedStar Georgetown University Hospital, and finally at the U.S. Veterans Health Administration where she was the VA’s top nursing leader guiding executives responsible for over 80,000 nursing personnel, 152 hospitals and 1,500 clinics nationwide. Her collaborative style has served her well in her work with co-owners of closely held businesses.


AGENDA:

Arrival/Check in – 7:30 AM (EDT)
Program starts at 8:00 AM (EDT)

XPX DC Members in good standing – $35.00 so join Today!
Other XPX Chapter Members – $45.00
Non-Members – $60.00

Full breakfast is included.

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.

This is an in-person event environment for those who attend the live event. The XPX Board desires all attendees to feel as safe as possible in attending an in-person event, and to abide by local Covid guidelines.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Lizabeth Wesely-Casella of L-12 Services LLC is a member of XPX DC Metro
Lizabeth Wesely-Casella
L-12 Services LLC
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
RC
Richard Chisholm
Ward Chisholm PC
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Maura Fredericks, MA, PCC of Maura Fredericks, LLC is a member of XPX DC Metro
Maura Pcc Ma Fredericks
Maura Fredericks, LLC
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel Susco
Withum Smith + Brown
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
DG
David Gage
BMC Associates
DG
Donna Gage
BMC Associates
David Ross of Garris Horn LLP is a member of XPX DC Metro
David Ross
Ross Law Firm, LLC
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
WP
William Passer
P3 Partners, Inc.
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
SG
Stephanie Gumm
Horizon Advisory Group
RB
Rebecca Borton
MAVENFINANCIAL
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life