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BXO Business Owner Forum

For family-owned and private business owners thinking about the next chapter and understanding exit options. Join us for this limited engagement with industry recognized advisors and business owners that have gone through the successful sale of their business and have come out on the other side.

 

Topics of Discussion:

What do you do once you decide to sell

Preparing and forming and exit strategy

What does your deal team look like

Tax planning strategies to maximize net proceeds

 

Special Presentation by Brett Dearing CEPA, CM&AA:

How do potential buyers value your business? “Seeing your business through a buyers eyes”.

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Forum Speakers

Hosted By:

Brett Dearing CEPA, CM&AA Business Owners Exchange Certified Exit & Succession Planning Expert

Guest Speakers:

 Jonathan Adler,   Founder, Hudson & Canal                            

Jack Abel, Founder, Watermark Designs

Paul McGloin, Partner, Chief Planning Officer, Cerity Partners  

Bruce Altman, Managing Partner, Eureka Capital

 

Business Owner Groups Represented

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