XPX Dallas: What Are the Legal Documents and What Do They Mean? - Case Attached (MEMBERS ONLY)

"Let the attorneys figure it out." Seems like a good idea, right? But is it really? As a business owner, you need to have a baseline understanding of the different types of legal documents you'll potentially run across as you sell your business. You may want to transition your business to your kids, set up an ESOP, allow your managers to buy you out, and more, all of which require different legal documents to successfully get through the deal process. It's important to gain a high-level understanding of the legalese around term sheets, letters of intent, purchase agreements, reps and warranties, ESOP agreements and entities, consulting agreements, management buyout agreements, profit interest/incentive compensation agreements, and more. The legalities involved are complex, so come join us as our panel of legal experts give you the tools, tips and knowledge around some of the legal challenges and pitfalls you will encounter during the exit journey.

• Click here to download the case study.

Moderator:

Tom Bronson
President
Mastery Partner

Tom Bronson is the founder and President of Mastery Partners, a practice that helps business owners maximize business value, design their ideal exit strategy and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that have been developed during Tom’s career 100 business transactions as either a business buyer or seller.

Tom has written two books on improving business value and planning the ideal exit strategy - "Maximize Business Value, Begin with the EXIT in Mind" (2020) and the “Maximize Business Value Playbook” (2023). Both are available on Amazon.

Panelists:

Kevin Woltjen
N&A Attorney
Bradley Law firm

Kevin Woltjen, an XPX Dallas Founder and experienced Bradley Law firm M&A Attorney & Partner, advises clients in corporate and securities law matters involving mergers and acquisitions, divestitures and restructurings, corporate governance, and negotiation and documentation of venture capital transactions.

His practice includes mergers, acquisitions, divestitures, and restructurings; corporate governance; negotiation and documentation of venture capital transactions; public and private securities offerings and regulation; and financing and other contractual transactions. Kevin also advises clients in structuring and implementing their business plans.

Mark Avery
M&A Attorney

Mark Avery is an M&A attorney based in Las Colinas representing clients in transactions all over the country. For more than 25 years, Mark Avery has represented clients in the successful completion of over 1,000 lower middle-market M&A transactions with values between $500,000 and $100,000,000.

Mark works with both buyers and sellers (and the related investment bankers, lenders, accountants, and other professionals) to find realistic, and pragmatic solutions to resolve issues, and reach consensus so that deals close. People bring deals to Mark because his prior experience often helps him know of options to overcome the “deal killer” issues.

Registration Fees: 

This is a private XPX Dallas Member event only.

Free for XPX Dallas members and their invited guests. (Member referral is required- members must email angie@exitplanningexchange to sign up their guest) 

Registration includes  a full buffet breakfast plus coffee and juice.