XPX Dallas- Transaction Process: Tricks of the Trade from Exit Planners and M&A Advisors (Case Study)

While there are many ways to transition a company, we'll focus on a sale to their parties. With that in mind, there are many different paths to take to maximize enterprise value and ensure the company is not only sellable but attractive in the marketplace. There are things that prevent a sale, and while we've heard of the age-old adage that "time kills all deal," we may not be familiar with all the deal killers and nuances that the sell-side go through to ensure a smooth and successful transition.

There are so many questions to consider, action to take or not take, and timing to consider when to go to market. And more. Join this intimate discussion as we evaluate the options for our fictitious family-owned business and their owners and employees. It'll be fascinating to see what we come up. Any and all questions are welcome. See you there, XPX Dallas family and friends!

Click here to read the Case Study in preparation for the meeting.

Agenda:

8:00 – 9:45 AM CST:

8:00 AM Check-in & Breakfast
8:30 AM Kickoff & Introductions
8:40 AM Meeting Presentation
9:30 AM Collaboration Corner
9:45 AM Adjourn

Registration Fees: 

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) 

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered. from the list.