XPX DC Metro: Funding an Insider Sale

For the past year we have been discussing a Case Study of two owners, John and Mary, who have decided to do an insider sale to their management team. None of the four management team members who desire to buy the company are independently wealthy. So, the question that looms large is – How do you fund an internal buy-out? This month we will have a panel of advisors share strategies, discuss risk and define options. Todd Feldman and Corby Megorden, both Exit Planners will discuss strategies for this scenario and Mike Metz, Truist Bank will bring the bankers perspective. Please join us for this conversation!

Our Speakers:

Mike Metz
Truist Bank

Todd Feldman
Obsdian Planning Solutions

Corby Megorden
ENNIS Legacy Partners

Agenda:

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.