XPX Hawaii (XPX HI): Maximizing Value and After-Tax Liquidity in Complex Exits

Please join us for the next Exit Planning Exchange of Hawaii (XPX HI) event. XPX HI is a network of trusted advisors to privately-held businesses. We are building a strong, collaborative local business ecosystem that views exit planning as a holistic exercise along the entire life of a private business. Come join our diverse membership of professional advisors as we help clients build business value, transfer ownership and create a legacy of success in their lives and their communities. Our guest speaker for the event is Phillip Chou. He will be presenting “Maximizing Value and After-Tax Liquidity in Complex Exits”

For many business owners, an exit is the most important financial event of their life. Yet the process is often viewed too narrowly as simply finding a buyer and negotiating a price.

In this XPX Hawaii session, Phillip Chou of Ambrose will discuss how investment bankers create value beyond brokering a sale — by helping owners evaluate alternatives, compare after-tax outcomes, structure liquidity, coordinate advisors and lenders, and preserve optionality before committing to a path.

Who should attend? Professionals interested in helping business owners grow and maximize the value of their business.

Speaker:

Phillip Chou
Co-Founder and Senior Managing Director
Ambrose Advisors

Phillip Chou is Co-Founder and Senior Managing Director at Ambrose Advisors, advising owners on ESOP buyouts, M&A, capital raising, valuation, and transition strategies. He has over two decades of experience, including roles at Eureka Capital, BCC Partners, Far East National Bank, and Pacific Century CyberWorks. Phillip holds an MBA from UC Irvine and a BA in Economics from UC Berkeley. A Certified Exit Planning Advisor, he maintains FINRA Series 7 and 66 registrations, serves on the ESOP Association’s Finance Committee, advises the UNLV Department of Finance, sits on two ESOP company boards, and was recognized by Marquis Who’s Who.

Agenda:

11:30 am - 12:00 pm Networking
12:00 pm - 1:00 pm Lunch Presentation

Event Pricing:

XPX Members: Complimentary. Online registration is required for food ordering.

Non-members Early Bird (Through 6/12): $40
Non-members Regular Fee: $50
Non-members Same Day/Walk-in Fee: $60

Lunch and refreshments will be provided.

*** PLEASE NOTE: PARKING WILL NOT BE VALIDATED***

Regular Monthly Educational Events 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.