XPX Atlanta: Exploring Exit Alternatives

Continuing our journey for a full lifecycle of a business owner going through an exit. Our prior luncheons touched on the timeline of preparation from 5 years out to 1 year out. This next luncheon will focus on Exit Alternatives for business owners that might not always be considered. Taking a lead on this topic, we have 3 panelists that will shed some light on ways a business owner can exit beyond a traditional approach.  

In this luncheon, we’ll be touching on ESOPs, how PE can serve as a partner, to out of the box deal structures that can still deliver a successful exit for the owner!

Our Speakers:

Tim Templeton
Trivest

Tim Templeton is a member of the Business Development team at Trivest Private Equity, where he focuses on building relationships with entrepreneurs, advisors, and intermediaries across the lower middle market. He works to identify partnership opportunities and connect business owners with Trivest’s resources and long-term investment approach. Tim brings a relationship-driven perspective to the market and is passionate about helping founders navigate important decisions around growth, succession, and transition planning.

Since 1981 Trivest has partnered with more than 500 founders and currently has 55 portfolio companies across the United States and Canada, averaging 60+ investments annually.  

Lorne Greenfield
Capital Concepts

"Lorne A. Greenfield, CEPA®, is the founder of Capital Concepts USA and a seasoned business owner who has started and exited more than 30 companies over a 40-year career. He helps owners strengthen key operating areas to build businesses that are less dependent on them and more valuable to buyers, successors, and stakeholders. Capital Concepts USA supports this through diagnostics that identify gaps and prioritize actions, followed by focused execution to reduce risk, improve performance, and increase enterprise value—whether a transition is near or not.”

Himanshu Chaudhry
Managing Director
PKF O'Connor Davies Advisory LLC

Himanshu Chaudhry has more than 20 years of experience working in multiple areas, including Employee Stock Ownership Plan (ESOP) advisory, transaction advisory, consulting, corporate finance and valuation services. He is an ESOP advocate who promotes employee ownership and helps business owners transition their companies to ESOPs.

Himanshu has spoken at numerous conferences and webinars on topics including quarterbacking an ESOP transaction, valuation of ESOP-owned companies and organic growth strategies for ESOP-owned businesses. He is a regular speaker at National Center for Employee Ownership (NCEO) conferences.

Agenda:

11:00 – 11:30 – Doors open and casual networking over coffee
11:30 – 11:40 – Seating, food plating, and start of the program with announcements
11:40 – 12:00 – Table networking and topic question discussion
12:00 – Introduction of panelists
12:01 – 12:40 – Panelist program
12:40 – 12:55 – Q&A
12:55 – 1:00 – Closing comments and end of program

Registration Fees:  

Atlanta Members - $35.00
Atlanta Members Same Day Registration Fee - $45.00
Atlanta Sponsor $0.00 
Sponsor Guest $0.00
Drawing Winner $0.00

XPX Chapter Network Members - $45.00  
XPX Chapter Network Members Same Day Registration Fee - $55.00

Non-Member $55.00 
Non-Member Same Day Registration Fee - $65.00

TiE Member: $40.00 
TiE Member Same Day Registration Fee: $50.00
TiE Board Member: $0.00 (Limit two per month)

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.

Other upcoming events, click on the link below for information and to sign up.

• https://www.exitplanningexchange.com/atlanta/events/