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.