Owner Roundtable Panel – Prepare

ARIZONA CHAPTER EVENT

Owner Roundtable Panel - Prepare


Join us for a roundtable panel of local Arizona business owners. We will have an engaging conversation with them embracing the lessons they learned from their experience of considering the possibilities of an exit.   Be prepared to understand their mindset as they first embarked on the Prepare Phase.

 

Learning objectives:

  • Understand the mindset of an owner as they are working on de-risking their business
  • Learn examples of how owners would approach the Prepare phase differently
  • Learn how working with other advisors is critical for the owner to have the best outcome

 

 

About the Presenter:

Learn from industry expert, Rick Wilcox, CM&AA, CEPA, President of Point North Advisors, LLC,  Andrew Bart, Chief Growth Officer for SurchX, Brian Blakely, Founder and Chief Information Security Officer of Cosant Cyber Security, about the Prepare phase and what that includes.

 

Meet the Presenters

 

This meeting will be held at Arizona State University SkySong 3 – 135 Synergy III.

.Address: 1475 North Scottsdale Road, Suite 200, Scottsdale AZ 85257

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIArizona.org.

About the Presenters


Rick Wilcox, CM&AA, CEPA

Rick Wilcox, CM&AA, CEPA

President of Point North Advisors, LLC

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Andrew Bart

Andrew Bart

Chief Growth Officer for SurchX

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Brian Blakely

Brian Blakely

Founder and Chief Information Security Officer of Cosant Cyber Security

VIEW BIO