Making an Exit: Preparing and Planning Your Board for a Successful Business Transition

Overview

One of the most critical phases in a company's lifecycle is planning and executing a successful exit. In fact, an exit represents a life change for all concerned, and you only get one chance to make it count. This event is designed to equip private company directors and executives with the knowledge and tools needed to navigate the complexities of business transitions.

Key Topics:

• Pre-exit business management: Grow, Systematize, Prepare, and Plan.
• Essential knowledge for boards considering an exit.
• Exploring various exit options: IPOs, mergers, acquisitions, ESOPs, and more.
• Timing considerations: When is the right moment to make a move?
• Putting together the right team
• Managing stakeholder expectations throughout the process
• Post-exit transitions and considerations: Taxes, liquidity, and wealth transfer, trusts, and more.

Our panel of experienced directors, M&A advisors, and successful entrepreneurs will share valuable insights on:

• John Chionchio, with WealthPoint Business Advisory Services, advising with ESOP formation and Exit Planning
• Quirico E. Perez, Director of Regional Investment Banking for Bank of America
• C. Margaret Tritch, is the managing member of Tritch Buonocore Law. She specializes in working with entrepreneurs in their business structuring and estate planning.

• Bonnie Harvey and Michael Houlihan, founded and grew Barefoot Wines, exiting with a strategic sale. 

This event is ideal for:

• Current private company board members
• C-suite executives involved in strategic planning
• Entrepreneurs considering future exit strategies
• Advisors to private companies and boards

Don't miss this opportunity to gain critical knowledge that could significantly impact you and your company's future. Network with peers facing similar challenges and learn from those who have successfully navigated the exit process.

Registration

$35 Member Registration Fee
$50 Non-Member Registration Fee

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Thank you to our National Sponsors!

 

Thank you for our Event Sponsors!

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