04
Apr

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

Event Information

Date & Time

Tue, Apr 4th, 2023
7:30am (CST)

Location

Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225

Status

XPX Registration Closed

Price

Registrants

Registration coming soon

“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 differnt 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 legaleese around term sheets, letters of intent, purchase agreements, reps and warranties, ESOP agreements and entities, consulting agreements, management buyout agremenets, 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.




ONLINE REGISTRATION WILL OPEN AFTER THE PRIOR MONTH’S EVENT CONCLUDES.

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.