XPX Houston: The Exit Planning Journey – A Roadmap to a Successful Business Sale

As advisors to owners, we all have a role that provides value. The trick is to determine when and where to plug our skill sets into the exit journey. Join us as we explore the journey and better understand how advisors are providing value to owners along the way.

Our panel will consist of exit planners with diverse backgrounds and experience.

Moderator:

Rich Hall
Business Advisor | Certified Exit Planning Advisor (CEPA)
Rich Hall Group, Founder

Panelists:

Nancy Mills
Business Transition Advisor
Lowenberg Consulting Group, LLC

Marc Danile, CEPA, CRPC
Sr. Vice President
John Hancock Investments, LLC

Registration Fees:

XPX Houston Members: No Charge - Online Registration is required - You must RSVP as we need an accurate headcount for the event.

XPX Network Members: $45.00
XPX Network Members: Same Day/Walk-in Fee: $55.00

Non-Members: $55.00
Non-Members Same Day/Walk-in Fee: $65.00

Registration covers food and beverage.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable.