XPX Atlanta: Life After the Deal

The most stressful part of the M&A process is over. The check is cashed and the owner gets to sail off into the sunset.

Or do they?

What does it look like on the other side of the transaction when everything is said and done?

How do we reduce the regrets and “what ifs” that owners have and ask themselves?

What needs to be discussed with the business owner prior to the completion of the transaction to help them transition to life after being a business owner?

To be a full and well-rounded advisor for our clients and truly change the scope of what a “successful” exit looks like for business owners, join us for this in-depth discussion of “Life After the Deal” for this November luncheon!

Our Speakers:

Josh Dukelow
Charitable Gift Planner
Community Foundation for Greater Atlanta

Josh brings a passion for enhancing communities through charitable planning to his role of Gift Planning Officer at the Community Foundation for Greater Atlanta. He educates trusted advisors on charitable planning tools so they can help their clients include philanthropy in their long-term plans. Josh was also the creative force behind the Atlanta Charitable Advisor Network, connecting charitably minded advisors with each other and nonprofits across Atlanta.

Josh earned a Bachelor of Arts degree in History at Lawrence University and a Master’s of Public Affairs in Policy Analysis from the University of Wisconsin – Madison.

Mary Miller Fazio, CFP®, CDFA®, CEPA®, CPWA®
Senior Vice President, Financial Advisor
Mogan Stanley

Mary Miller Fazio is a Financial Advisor at Morgan Stanley Wealth Management with more than 30 years of experience in financial services, including 25 years New York City. A Boston College graduate and former Managing Director in institutional equities, Mary specializes in helping business owners prepare for and navigate the financial complexities of a business exit, including wealth preservation, investment strategy, and planning for life after the sale. She holds four advanced professional designations and co-leads the Women of Exit initiative for Exit Planning Exchange (XPX) Atlanta.

Diana Murphy
Owner and Leader
Diana Murphy Coaching, LLC

Diana Murphy is an emotional mastery and mindset coach who works with leaders and executives navigating disruptive shifts in their careers and lives.

During the transition of exit that demands long hours and creates high stress, Diana helps her clients to manage stress, cast a vision for their exit so that they can lead and make decisions that honor their values and desired outcome.

With over 12 years as an executive and life coach, Diana brings a deep understanding of how leaders are affected during the exit process. She sees how unchecked emotional strain quietly undermines even the most capable leaders.

11:00 AM – 11:30 AM EDT Check-in registration/mingling
11:30 AM – 1:00 PM EDT Event Program

Registration Fees:  

Atlanta Members - $35.00
Atlanta Members Same Day Registration Fee - $45.00

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/