CEPA Networking Social

ARIZONA CHAPTER EVENT

CEPA Networking Social


Come meet with some of the top exit planning professionals in the field today that are part of the October 2018 Certified Exit Planning Advisor (CEPA) Program as well as Exit Planning Institute management staff. We hope you can join us for an evening of networking, drinks and appetizers at the Marriott Tempe at the Buttes. 

Exit planning is cross-functional and attracts high caliber advisors from across all disciplines, so if you are looking for a group to expand your network with complementary exit professionals, make plans to join us in October at this fall event! 

There will be copies of The Master Plan available at the social for signing!

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About the Speaker:

You will have the chance to speak with exit planning industry expert Peter Christman and receive a copy of the book, The Master Plan.

Meet the Presenter

 

Thank you to our Sponsor:

This social will be held at Market Café and Patio at the Marriott Tempe at the Buttes

Address: 2000 W Westcourt Way Tempe, AZ 85282

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 Presenter


Peter Christman

Peter Christman

Meet Peter Christman:

Peter Christman is an experienced entrepreneur, corporate executive and investment banker. After spending 25 years as an investment banker with other firms, Peter Christman founded The CHRISTMAN Group, LLC to provide middle market business owners with a comprehensive and integrated suite of services that simplify the exit process while maximizing the value of the client’s business. 

Peter Christman is responsible for originating and executing middle market investment banking assignments at The CHRISTMAN Group. During his 30-year career Pete has successfully sold more than 200 companies in a wide variety of industries. Transactions have ranged in size from several million dollars to over one hundred million dollars. 

Prior to founding The CHRISTMAN Group, Peter was a principal in Business Search, Ltd., a Barrington-based middle market M&A firm. Before founding Business Search, Ltd., Peter was the co- founder of the Chicago office of a national middle market M&A firm where he earned that firm’s “Top Gun” award, which recognizes the firm’s most successful dealmaker. In addition, Pete Christman earned other coveted accolades, including eight “Gold Max” and several “Crystal Max” awards for his ability to originate and close transactions. 

Before becoming a middle market investment banker, Pete spent 17 years in high-level marketing and management positions with both Ford Motor Company and Xerox Corporation. Pete is an active member of industry organizations such as the Association for Corporate Growth, Midwest Business Brokers and Intermediaries Association, and the Indianapolis Venture Club. 

Peter earned a BS in Marketing from Wayne State University.  


Continuing Education


One (1) CPE hour

One (1) CFP credit (pending)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.