XPX Houston Owners' Academy (Houston Member Only + Invited Owner) - Maximizing your Exit: Personal Insights & Business Strategies for Future Sellers

MAXIMIZING YOUR EXIT:  PERSONAL INSIGHTS AND BUSINESS STRATEGIES FOR FUTURE SELLERS
(For XPX Houston Members & Business Owners)

Join us for a dynamic event tailored to business owners considering selling their companies within the next 1 to 5 years. Our expert speakers will delve into essential strategies from two crucial perspectives: personal and business. Discover how to navigate the intricacies of personal preparation, including taxes, estate planning, wealth management, family dynamics, and life after the sale. Explore the intricate details of preparing your business for sale, determining the optimal timing, assessing valuation methods, deciding on full or partial sale, and maximizing value. Whether you're ready to take the leap or planning for the future, this event equips you with invaluable insights for a successful transition.

Members MUST register an Owner

at the same time to attend the event.

AGENDA:

4:00 - 4:30 pm Registration and Light Networking
4:30 - 5:15 pm Program
5:15 - 5:30 pm Q&A
5:30 - 6:30 pm Mix & Mingle

MODERATOR:

Steve Kesten
Shareholder
Boyar Miller


PANEL:

Daniel L. Brunello, CFP®
Director
Bernstein Wealth Strategies Group

Jaime Arreola
Managing Director
Main Street Capital Corporation

REGISTRATION FEES:

No Charge to XPX Houston Members & Owner. Members MUST register an Owner at the same time to attend the event. In the event you would like to register more than one business owner, please notify Angie Ellis at angie@exitplanningexchange.com and include their name, company name and email address.

NON-SOLICITATION POLICY:

Please note that the Owners' Academy is an educational event for business owners. By registering, all advisors agree to the Houston Chapter of the Exit Planning Exchange's policy that both member advisors will not solicit any business owner either at the event or afterward.

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.