XPX Dallas - M&A Deal Terms: Advanced Deal Modeling and Key Considerations for Effective Deal Terms

There's a reason our speakers and advisors say this repeatedly: "It's important - vital - that you have strong advisors in your corner early in your exit journey." As CEOs, entrepreneurs and business owners who have gone through a successful exit can tell you, there are so many nuances and complexities that come to light during a sales process that require deep expertise and knowledge beyond the obvious.

Join us as Ryan Gardner, Founding Member of Gardner Firm, PLLC and an XPX Dallas Member, and Rion Gurnell, Associate, dive into the specifics of deal modeling and all the various deal facets to arrive at an offer to buy and sell a business. Ryan is condensing a 12-hour advanced class for our XPX Dallas members, and you will not want to miss this. Bring a notebook and be ready to take copious notes for your business owner clients. And if you're able, invite business owners you know. This will be very valuable for them. Looking forward to seeing you!

Our Speakers:

Ryan Gardner
CPA, MTAX, JD, LLM IN TAX, CEPA, CVGA
GARDNER FIRM PLLC, MEMBER AND MANAGER

Ryan is a tax, mergers and acquisition attorney with approximately 23 years of experience, (since 2001) of primarily engaging in mergers and acquisitions, restructuring business organizations, as well as federal income tax planning. Ryan is a certified public accountant (1992) and worked in public accounting, and thereafter, as a bank loan officer before starting law school in 1998. Ryan obtained his: (1) accounting degree from the University of Texas (1990); (2) Master of Taxation and Juris Doctorate from Baylor University (2001); and (3) Masters in Law - Tax Concentration (LL.M.) from the University of Houston (2004).

Rion Gurnell
ASSOCIATE
GARDNER FIRM PLLC

Rion is a dedicated corporate and mergers and acquisitions attorney at the Gardner Firm PLLC. A graduate of Baylor School of Law (2023), he brings a sharp legal acumen to high-stakes corporate transactions. Before law school, Rion honed his resilience and team-oriented mindset as a student-athlete (football) at Louisiana State University (2012-2014) and Houston Christian University, where he earned his BA in Business Management in 2016. His early career as a psychiatric technician at UT Health Harris County Psychiatric Center further shaped his approach to client care and crisis management, giving him a unique edge in navigating complex deals.

XPX Dallas Members in Good Standing: Free.  Registration is required for food order purposes.  Please be sure to sign up.

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

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

Registration includes a full buffet breakfast plus coffee and juice.

First time guest. (Member referral is required- members (NOT GUEST) must email angie@exitplanningexchange to sign up their guest) 

Dallas Members Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member.  Please note that our memberships are not sharable.  Membership benefits are only for the Individual Approved Member, not for other employees of the same firm or company.  If you can't attend the event, please email angie@exitplanningexchange.com so she can remove you from the list.

Non-Members & XPX Chapter Network Members 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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.