2023 Summit
Navigating Detours on the Road to Success
Location
The Club at Sonterra
Date
Thursday, September 21st, 2023
Program Agenda
Thursday
21
Registration
Welcome and Kickoff
Morning General Session
Chad McNair: (CEO @ McNair java Partners)
Presentation: “Selling Your American Dream – A Few Lessons Learned”
Break
Breakout Sessions A
Brian Daley (Director, Corporate Business Development @ Founders Advisors)
Presentation: “The Pursuit of Enterprise Value: A Data Driven Approach”
Will Duke (Co-founder and former CEO of 3Sixty Integrated)
Presentation: “The Other Side of the Sale”
Break
Breakout Sessions B
Melanie Kirk (Owner @ ATKG, LLP)
Teryn Grater (Owner @ ATKG, LLP)
Presentation: “Don’t Leave Money on the Table – Strategies to Minimize Tax Consequences and Maximize Value on the Sale”
Tom Cuthbert (Master Chair and CEO Coach @ Vistage Worldwide, Inc)
Bianca Rhodes (President and CEO @ Knight Aerospace)
Presentation: “Navigating From Start to Exit with Bianca Rhodes”
Lunch & Key Note Speaker
Mona Helmy (CEO @ Helmy Plastic Manufacturing & Industrial Design)
Presentation: “Built to Last Yet Lessons Learned”
Closing General Session
Wrap Up
Contact & Connect
Chapter Events
Summit Sponsors
Platinum
Business Acquisition, Partner Buy outs, Debt restructure, Real estate purchase
growth is your priority, and turning chaos into a well-oiled machine is your mission.
you need accounting and tax assistance with your next transaction. Our team of dedicated transaction advisory specialists focus on middle market and lower middle market space. We perform services on both the sell and buy side.
We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.
Gold
Silver
Bronze
Media
Program Agenda
2023 Summit
Navigating Detours on the Road to Success
Location
The Club at Sonterra
Date
Thursday, September 21st, 2023