Business Owner Panel: Business Transitions

GREATER NASHVILLE CHAPTER EVENT

Business Owner Panel: Business Transitions


This meeting will feature a panel discussion of business owners in the professional services/architecture, engineering, construction world.  These owners will share their experience from prior transitions out of their business. Dan Ryan will moderate the panel, but leave time for questions from attendees.  Please feel free to bring your business owner clients in the industries to be discussed.

Learning Objectives:

  • Key learnings from transition
  • Stories relating to both mistakes and successes within the transition
  • Things each owner wishes they had known, and how it can apply to adviser’s clients
  • Open forum for questions from attendees

 

About the Presenters:

Hear about business transitions from a panel of experts including, Mary Roskilly, James H. Littlejohn, and Rob Barrick. This panel will be moderated by Dan Ryan.

Meet the Presenters

 

Thanks to our Sponsors:

This meeting will be held at the Bradley Arant Boult Cummings Law Offices.

Address: Roundabout Plaza, 1600 Division Street, Suite 700 Nashville, TN 37203

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.EPINashville.org.

About the Presenters


Mary Roskilly, AIA

Mary Roskilly, AIA

Principal and Partner at Tuck-Hinton Architecture & Design

VIEW BIO

James H. Littlejohn, PE

James H. Littlejohn, PE

Littlejohn Engineering Associates

VIEW BIO

Rob Barrick

Rob Barrick

Chairman and CEO of Smith Seckman Reid, Inc.

VIEW BIO

This meeting will be moderated by Dan Ryan.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Hour (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.