XPX Dallas - Deal Modeling

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!

Panel:  

Nolan Duck

Nolan Duck, D.Min., BCB, CEPA, CVB, focuses on helping business owners Determine, Build and Get Full Value for their companies when they sell. He is the CEO and founder of DBG Advisors, a D/FW based M&A Advisory firm. For over 17 years, Nolan has provided essential guidance to business owners to ensure a lucrative exit. He guides business owners through the exit planning process and the sale of their company.

His book, Are You Read To Sell Your Business? addresses “10 Critical Issues Every Business Owner Must Address To Get Their Business On The Right Path For A Lucrative Exit.”

Pradeep Saha

Pradeep Saha serves on the Boards of several private equity portfolio companies and is an M&A advisor to Private Equity. Prior to that, Mr. Saha was CEO of two companies, and has a 25-year track record in manufacturing, sales and engineering leadership positions including at GE. He led the sales of two companies returning 5x cash on cash to the investors.

His industry experience spans infrastructure, building products, steel and plastics. He is an invited speaker, and holds an Engineering degree and MBA from the University of Toledo and a business education from the Kellogg School of Management.

Registration Fees: 

This is a private XPX Dallas Member event only.

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) 

Registration includes a full buffet breakfast plus coffee and juice.

Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member.

Our memberships are not sharable.  Membership benefits are only for the Individual Approved Member, not for other employees of the same firm or company.