XPX DC Metro: The Best Laid Plans – How LOIs Are Used in Business Transactions

The Letter of Intent (LOI) is one of the most critical stages in any transaction, shaping both deal structure and outcomes long before closing. An LOI can feel like a major milestone, but it also raises important questions: What does this really mean for you, what risks are you taking on, and how do you know if it’s a strong offer? In this session, we’ll break down what an LOI actually represents, how key terms impact your final outcome, and where sellers often give up value without realizing it. Please join us for an informative discussion with David Charles, a seasoned M&A professional as he provides practical insights to help you to better guide your clients when they receive an LOI.

Our Speaker:

David Charles
Shareholder
Rees Broome, PC

David Charles is a Shareholder with Rees Broome, PC, and the head of the Firm’s Corporate Group. He counsels clients on a broad range of matters, including: entity formation; employment and confidentiality agreements; mergers and acquisitions; joint ventures; and aligning corporate strategies with business goals.

David has advised clients on more than 200 M&A transactions involving companies operating in a variety of industries, including IT, government contracting and consulting services. Prior to joining Rees Broome, David was a partner with Pillsbury LLP. David also served as the General Counsel and Vice President of Business Development for thinkXML, Inc.

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!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  XPX DC member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

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.