XPX Dallas: Exit & Succession Planning

BRING YOUR BUSINESS OWNERS FOR THIS HIGHLY EDUCATONAL PANEL DISCUSSION> Preparing you and your business for a lucrative exit is like getting your will drawn up. You know you need to do it, but you keep putting it off because it's not important now, right? Wrong. As our XPX Dallas family can attest to, what you don’t prepare for now can hurt you, and it's often not the way you think. While we know Uncle Sam wants his piece, have we really thought through the variety of estate planning and tax strategies designed to preserve multi-generational wealth, not to mention the exit planning strategies designed to strengthen your financial performance and the presentation of your financial records in preparation for a selling process? Our panel of mid-market experts will bring their decades of experience and stories to light in this informative session. Looking forward to seeing you there!

Our Panel: 

Annabel Reeves Morgan
Private Wealth Advisor 
Goldman Sachs

Annabel Reeves Morgan is a Private Wealth Advisor at Goldman Sachs. In this role, she works closely with clients, primarily business owners and executives, to help them manage their assets and prepare for what's next.

Annabel completed her MBA at SMU's Cox School of Business in Dallas, TX, where she was named a Poets & Quants "Best & Brightest MBA" for 2022. During her MBA, she worked in a variety of investment & strategy roles.

After graduating from the University of Texas, Annabel began her career working with high-growth companies and investors at Silicon Valley Bank and First Republic Bank in San Francisco.

Casey Peacock
Vice President
Goldman Sachs

Casey Peacock is a Vice President within the Goldman Sachs Family Office Wealth Strategy team in Private Wealth Management. Prior to joining the firm, she worked in the Deloitte Private Wealth group in Chicago. At Deloitte, her work focused on ultra-high net worth individuals, family offices and charitable and estate planning. Casey is a Certified Public Accountant and a graduate of the University of Wisconsin-Madison.

Ashley E. Velategui, CFA
Director
Bernstein

Ashley Velategui is a Director in Bernstein’s Wealth Strategies Group based in the firm’s Seattle office. She serves high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst.

Registration Fees: No Charge to XPX Dallas Members in good standing, no substitutes please.

Pre-registration online is a must for catering planning.

Free for XPX Dallas members and a FIRST TIME GUEST. (Member referral is required- members (not guest) must email angie@exitplanningexchange to sign up their guest)

Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member. 
Our memberships are not sharable.  Membership benefits only apply to the Approved Individual Member, not to other employees of the same firm or company.