Fireside Chat: An Owner’s Perspective

GREATER CHICAGO CHAPTER EVENT

Fireside Chat: An Owner’s Perspective


Hear from both the selling and acquiring owners of a recent transaction on what considerations were made when deciding on an exit/acquisition path. What benefits stood out of the different options? What were the downsides that stood out of the different options? What was the overall exit planning process for the owners; what went well and what didn’t?

 

Learning Objectives:

  • Better understand a business owner’s decision to sell.
  • Learn how a business owner can prepare for a sale.
  • Recognize pros and cons of various exit options from the business owner’s perspective.
  • Better understand the acquisition perspective.

 

About the Presenters:

Learn from industry expert Brian O’Connor of NextGen Growth Partners, Dave Newberry of Condata Global, and John ByrneFormer President & CEO of Condata Global, about business owner’s perspectives.

Meet the Presenters

 

This meeting is free! Thank you to our sponsors.

 

This meeting will be held at NextGen Growth Partners.

Address: 656 W. Randolph St. Suite 400 Chicago, IL 60661

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.EPIChicago.org.

About the Presenters


Brian O’Connor

Brian O’Connor

Managing Partner of NextGen Growth Partners

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Dave Newberry

Dave Newberry

President & CEO of Condata Global

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John Byrne

John Byrne

Former President & CEO of Condata Global

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Credit (pending approval)

 

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.