XPX Northern California: Unplanned Exits (Members Only)

Join us for an interactive discussion about real unplanned exits exploring what worked and what didn’t work.

Our Speakers:

Chris Andersen
CEO
Destined

Born into a family of entrepreneurs, Chris built several companies and sold three of them. Since 2002, he has worked with business owners to educate them on their business exit options, preparation for the ownership transition, and ultimately selling client companies to strategic or private equity buyers.

Working with entrepreneurs energizes Chris by sharing his experience and expertise so business owners can Be Destined to achieve their legacy.

 
Adrian Bray
Founder
Stellar Business Consulting

Adrian has successfully exited 4 companies, turned one around and launched the country for an IPO tracked global consultancy. Adrian has worked with companies from fortune 500 to a growing language school.

Since 2003 Adrian has focused his attention on working with middle market businesses helping them grow, scale and prepare for transitions such as M&A, Employee Ownership, and internal sale.

His mission is to empower business owners with the understanding of what buyer’s value to realize their life's work and build a sustainable stellar business that is desired by the next owners.

Brendan Lund
Partner
Lathrop GPM

Brendan Lund is a Partner in Lathrop’s Business Transactions group. Brendan is unique among Silicon Valley business attorneys because he provides both sophisticated tax advice to companies and their owners while tactically navigating them through their business and transactional matters. These matters include mergers and acquisitions, reorganizations, joint ventures, strategic transactions, and other general tax and corporate representation. Brendan also works with business owners and high-net worth individuals to provide Family Office services that are personalized, sophisticated, and seamlessly integrated to accomplish tax efficient restructuring of family business and real estate holdings, while navigating family, goverance and generational dynamics.

Agenda:

4:30 - 5:00 Networking
5:00 - 6:45 Panel and Table Discussions
6:45 - 7:00 Wrap up and Close

Registration Fees:

XPX Northern California Members: $0. There will be drinks and light hors d’oeuvres.

There is no charge for this event but registration is required for catering planning and building access.

This is a Members Only event.  If you are new to XPX and would like to be our guest please contact Adrian Bray: abray@consultstellar.com +1-415-690-9713

Please apply to become a member at:

https://my.exitplanningexchange.com/application/northern-california