XPX Fairfield County CT: Transform your clients business into one that is BOUGHT and not just SOLD
Details
Date & Time
Wed, May 10th , 2023 ⋅ 5:30pm - 7:30pm (EDT)
Location
The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT.
Tickets
Connecticut & Tri-State Members
$0.00
Non-Members Early Bird (through 5/7)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day Registration/Walk-In Fee
$100.00
Other XPX Chapter Members Early Bird (through 5/7)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Same Day Registration/Walk-In Fee
$85.00
Guests
Registrants
42
people attended
+37
This panel will explore ways to enhance business value in a future exit transaction by optimizing benefit programs and other wealth management tools, planning for the legal and other potholes that will be uncovered in a sale process, and capitalizing on strengths in ESG. Position your clients to be that sought-after acquisition and take full advantage of the multiplier effect -- every $ of profit is worth a multiple of that dollar at exit or transition.
Moderator:
Nathan Klatt
Managing Director
Rockport Investment Partners
Our Speakers:
Christopher Geotes
Partner
Martin LLP
Soledad Matteozzi
Founder,
Think Beyond Business
Patrick Morrow
SVP
STAR Wealth Solutions Group
Registration Fees:
CT & Tri-State Members – FREE
Non-members:
$75.00 Early Bird (through 5/7)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee
Other XPX Chapter Members:
$55.00 Early Bird (through 5/7)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee
First Time Guest: Complimentary pass for potential members to a first XPX event. Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.
Includes buffet breakfast.
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.
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