XPX DC Metro: Good Business Planning IS Good Exit Planning; Laying a Foundation for Successful Transition

Selling a home with crumbling foundation is difficult to do. When a business owner decides it is time to go to market, a sound Business Planning “foundation” is essential to realizing the maximum value at sale. Many of the building blocks in that foundation are well-constructed legal documents and structures. Karen Shapiro, a Principal at Stein Sperling has spent her career guiding business owners through every stage of a business life cycle, ensuring that her client's business foundations are sound and their exits are successful. Karen holds an MBA and brings this knowledge to her legal practice to provide a “owner-centric” perspective to Business Planning. Please join us as Karen provides us an overview of the key “planning building blocks”.

Our Speaker:

Karen Shapiro
Stein, Sperling, Bennett, DeJong, Driscoll

Karen Shapiro is a business attorney with Stein Sperling who takes great pride in helping clients anticipate and solve problems at every stage of the business lifecycle. Karen has successfully handled the transition of a multitude of businesses to market buyers, key employees and family members. In addition to M&A, contracts and commercial transactions, she is also particularly skilled in dealing with a variety of business-related disputes and employment related claims. As a result of her legal and business background, she often is viewed by her clients both as general counsel and a de facto management team member. She has been named as both a Maryland and DC “Super Lawyer” from 2020-2022 and received both her JD and MBA from American University.

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.