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  • Exit Planning Exchange
Exit Planning Exchange
Dec
21

XPX Triangle: ROADMAP TO EXIT: Business Continuity and Risk Management(Virtual)

Details

Date & Time

Thu, Dec 21st, 2023 ⋅ 7:30am - 9:00am (EDT)

Location

ZOOM

Tickets

Non-Members
$0.00
XPX Triangle Members
$0.00
Guests

Registrants

21 people attended
Jed Hysong of CFO is a member of XPX Triangle
JC
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
SK
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
+16

Addressing the importance of contingency planning and risk management to protect the business in case of unexpected events. Exploring strategies for developing emergency plans, business continuity plans, and insurance coverage for key employees. Buy sell agreements.

Our Speakers:


Michael Burger

Michael, a partner in NC Planning's Business Planning and Corporate Law practice, has over 20 years of experience as a business attorney and litigator.

Michael and team represent clients in matters including corporate and other entity formation, start-ups, mergers, acquisitions, joint ventures, compensation planning, commercial lending and loan closings, shareholder dispute resolution and corporate restructuring. In mergers & acquisitions, Michael serves as key counsel to clients including professional practice owners, construction, industrial/manufacturing, franchises and medical equipment, closing deals from $50K-$10MM+



Laird Hepburn, CFP®
Managing Partner
BSG Advisers

Laird is a seasoned management consultant and financial planner. He has worked in the areas of operations management, optimization, strategic planning and financial analysis for Fortune 500 companies, municipalities, and small businesses. His passion is helping people gain a good relationship with money so they can make good decisions for their long-term well-being. He founded Business-Owner Strategies Group, LLC (BSG Advisers), a Registered Investment Adviser firm. At BSG Advisers, he works with small business owners, families, and individuals to plan their financial goals.

This event is open to the public and is free to Members and Non-members.

Connection details sent prior to the event.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
B2B CFO
JC
Justin Clayton
Edward Jones
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Laird Hepburn
Business-owner Strategies Group, LLC
SK
Samuel Kniseley Ballesteros
EOS Worldwide, LLC
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
Joe Kozubowski of EOS Worldwide is a member of XPX Triangle
Joe Kozubowski
EOS Worldwide
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
Dan Wilson
Viking Mergers & Acquisitions
Blake Cranor of Live Oak Bank is a member of XPX Triangle
Blake Cranor
Live Oak Bank
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
MB
Michael Burger
NC Planning
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
Sarah Jansen of Cultivate Advisors is a member of XPX Triangle
Sarah Jansen
Cultivate Advisors
Dominic Totman of Cranfill Sumner LLP is a member of XPX Triangle
Dominic Totman
Cranfill Sumner LLP
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
KW Commercial / ThisPropertyAvailable.com
NE
Nigel Elkan
ActionCoach of the Triangle
Mark England of Franchise Directions is a member of XPX Triangle
Mark England
Franchise Directions
JL
Jiarui Li
Innatrix
TB
Ted Bachman
Bachman & Associates
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal Isaacs
VR Business Brokers