Part 1: Deal Lifecycle Series. Preparing the Owner for Sale

Thursday, September 22, 2022
7:30–9:15 A.M. CDT

The Briar Club
2603 Timmons Lane
Houston, TX 77027

Join us for a panel discussion focusing on the external influences of a deal.

Explore the unique perspectives of:

• an owner who experienced family dynamics first-hand during the sale and now helps other business owners plan for an exit,
• a wealth manager who helps business owners explore financial outcomes,
• a strategic transition advisor experienced in helping business owners navigate the appropriate course of action, and
• a leadership coach who has witnessed the impact of emotion and stress on decision-making.

 What else will you gain from this event?

• Recognizing and Creating “Transferable Value”
• Dealing with Owner, Family, and Culture Transition Issues/Communication
• Exit Planning

Members: FREE || Non-Members: $50