XPX Triangle: How to Prepare a Business Owner for a New Phase of Life After a Transaction (LIVE)

Step 5 of 5 - After the Deal

Preparing for Life After a Transaction

Presented by Mike Leannah et al.,
Principal, Business Value Strategies

Time Agenda Item

12:00 pm  Open Networking & Lunch Buffet
12:30 pm  Chapter Business and Introductions

I.    Call to Order - President / Officer
II.   Welcome Members and Guests
III.  Precepts / Five Points
IV.  Welcome New Members
V.   Introduce Guests
VI.  Introduce Officers & Call for Committee Reports ( < 60 sec each)

• Membership
• Sponsorship
• Finance
• Programs

VII. Sponsor 90-Second Spotlight

12:45 pm  Panel Discussion
  1:15 pm  Open Discussion
  1:30 pm  Adjourn

When a business owner is preparing to exit, there can be a lot of anxiety about what comes next. The loss of a paycheck, the possible loss of prominence or influence, and the loss of identity are common issues business owners and their advisors deal with. In this session, we will have a panel discussion moderated by Mike Leannah where we will focus on how to successfully navigate this potential minefield.

This will be a guided, interactive session suitable for business owners looking for answers to their own questions. Panelists will include:

• Laird Hepburn, Managing Partner, Business-owner Strategies Group, LLC
• Robert Mouro, 1st Vice President, Fried Mouro Wealth Management
• Thomas Schaffer, President, Transitions Financial Strategies

REGISTRATION FEES:

XPX Triangle Members: FREE if you register by 6/21.
XPX Triangle Members Same Day/Walk-in Fee: $20.00

Other XPX Chapter Members: $20.00
Other XPX Chapter Members Same Day/Walk-in Fee: $30.00

Non-Members: $25.00
Non-Members Same Day/Walk-in Fee: $35.00

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes.