XPX DC Metro: Market Update – What’s the Latest on the Silver Tsunami?

For years we have heard about the Silver Tsunami – boomers leaving their businesses resulting in a massive wealth transfer….but it still seems to be a “coming storm”. Please join us for our next session featuring Collin Norris, an experienced banker specializing in SBA lending. He’ll provide a timely market update and insights on the evolving landscape of business transitions as the “Silver Tsunami” of retiring owners continues to reshape the market.

Whether you’re an advisor, CPA, attorney, wealth manager, or M&A professional, this session will give you valuable perspective on financing trends, buyer readiness, and the capital environment affecting your clients’ exit options.

Our Speaker:

Collin Norris
SBA Business Development Officer
Truist

Collin supports multiple regions throughout the Mid-Atlantic, responsible for driving the SBA lending initiatives in his respective market, primarily focusing on the SBA 7a and SBA 504 products. Collin provides valuable financing solutions to small businesses for such transactions as real estate purchases, working capital, equipment financing, and change of ownership.

Prior to joining SunTrust, now Truist as an SBA BDO in early 2017, Collin served as a Business Banker for Capital One Bank. Collin began his business banking career in 2008 as a Relationship Manager with SunTrust Bank after transitioning from the residential lending industry.

He is an avid outdoorsman and enjoys hunting and fishing. Collin lives in Middletown, Maryland with his wife and three children.

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 Fee - $45.00

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

Non-Members – $60.00
Non-Members Same Day 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. 

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 or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.