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  • Exit Planning Exchange
Exit Planning Exchange
Jun
04

XPX Dallas: Demystifying Quality of Earnings: Understanding Pre-Sale Sell-Side Quality of Earnings Reports and How Buy-Side Due Diligence is Affected

Details

Date & Time

Tue, Jun 4th, 2024 ⋅ 8:00am - 9:45am (CDT)

Location

Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225

Tickets

Dallas Members
$0.00
Guests

Registrants

20 people attended
MK
MS
Robin Sturgis of infoFluency is a member of XPX Houston
Barrett Lidji of Northaven Capital Partners is a member of XPX Dallas
Paul Whitley of C-Suite Support is a member of XPX Dallas
+15

We all intuitively believe we understand how companies are companies are valued. Many of us live in this world, understanding there is an art and science to how earnings are measured, and that the true value of a company can ultimately be measured by the size of the check written for the business. But how do we get both sides of the table comfortable, sellers and buyers. In this session, we'll demystify Quality of Earnings report and help business owners and their advisors understand the importance of pre-sale Quality of Earnings report, how buyers review the results and why they may require their own. We'll gain an understanding of why these reports are important and what it does to deal values, and why these give buyers, investors and lenders comfort in the deal process. You won't want to miss this session, whether your wanting to sell your business now or in the future. Looking forward to seeing everyone there!

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.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MK
Matt Klauser
Forvis
MS
Morgan Smith
CrossFirst Bank
Robin Sturgis of infoFluency is a member of XPX Houston
Robin Sturgis
infoFluency
Barrett Lidji of Northaven Capital Partners is a member of XPX Dallas
Barrett Lidji
Northaven Capital Partners
Paul Whitley of C-Suite Support is a member of XPX Dallas
Paul Whitley
C-Suite Support
Mindy Passmore of Maximum Possibilities LLC is a member of XPX Dallas
Mindy Passmore
Maximum Possibilities LLC
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
SW
Sarah Waterman
Wealthbuilder 1031
Julienna Viegas of B10 Capital is a member of XPX Dallas
Julienna Viegas
B10 Capital
Shei Unger of Simon Quick Advisors is a member of XPX Dallas
Shei Unger
The Northern Trust
Jaime Hochhausen of Perkins Coie is a member of XPX Dallas
Jaime Hochhausen
Chiron Finance
Jeff Sandene, CFP® of Sandene Strategies, LLC is a member of XPX Dallas
Jeff Cfp® Sandene
Sandene Strategies, LLC
Kim Abmeyer of Abmeyer Wealth Management is a member of XPX Dallas
Kim Abmeyer
Abmeyer Wealth Management
Steve Conwell of Final Ascent LLC is a member of XPX Dallas
Steve Conwell
Final Ascent LLC
RO
Rochelle O'Brien
Venture Opportunities LLC
GL
Gary Leeman
MW
Mark Wigder
Coats Rose
Jon Rice of Chief Outsiders is a member of XPX Dallas
Jon Rice
Chief Outsiders
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc