XPX DC Metro:The Management Buy-out – How It Really Works

The Management

For the past year we have been discussing a Case Study of two owners, John and Mary, considering their exit options . As Advisors, we have discussed a wide variety of Exit Planning topics that these owners need to consider and they feel they are ready to begin their exit. Mary and John have decided they desire to transfer the business to the Management Team in the form of a Management buy-out. A deal like this is extremely complex and has a multitude of issues to consider to ensure success.

Please Join us as Stuart Sorkin, Founder of Business and Legal Advisors leads a discussion on several aspects of this type of exit including:

• How to structure the deal
• Importance of the Management Team
• Tax considerations
• Risks of this type of deal
• And more…….

Our Speaker:

Stuart Sorkin
Founder
Business and Legal Advisors

Stuart H. Sorkin is the founder of Business and Legal Advisors, a business consulting firm that serves start-up and existing small/mid-size businesses in the design and implementation of business growth strategies. His 40 years of experience as an entrepreneur, CPA, and attorney, allows him to develop customized business growth plans that establishes employee and management accountability towards ultimate business goals.

He holds a B.S.B.A. in Accounting and Finance the American University, a law degree from the University of Miami, and LL.M in taxation from Georgetown University, and is the co-author of Expensive Mistakes When Buying & Selling Companies…and How to Avoid Them in Your Deals.

7:30 -8:15 Networking
8:15- 9:30 Program/Admin

REGISTRATION FEES:

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $50.00
Other XPX Chapter Members Same Day/Walk-in Fee - $60.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $70.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC members are encouraged to bring a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest. 

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.