XPX Charlotte: De-Risking to Protect Business Valuation (MEMBERS ONLY)

Business owners need to understand their risks and the potential costs associated with them. In this session we will explore the benefits of working with an insurance agent who may help business owners de-risk and transfer potential risks off of the owner and the business to help protect value.

Additionally, we will discuss how a workplace audit is used to highlight the efficiency, effectiveness, and legality of its HR function and how the audit is likely to re-disk and add value to your organization. We will also discuss why having a unified workforce strategy, that a company’s leadership team understands and believes in, will add value and reduce potential risks for the business.

As usual, we will continue the community building via our social hour immediately following the event.

Moderator:

Ann Marie Williams
Executive Director
JP Morgan Private Bank

Panelists:

Dr. Elizabeth Teagarden
CTK@work
Founder and Principal Consultant

Steve Melton
Risk and ERC Advisor
Relation Insurance Services

Educational Event Pricing:

(Member referral is required- members must email angie@exitplanningexchange.com to sign up their guest).