Operator Buyer Panel: Succession and Capital For Small Business Owners

GREATER NASHVILLE CHAPTER EVENT

Operator Buyer Panel: Succession and Capital For Small Business Owners


We will hear from a panel of capital providers who bring not only capital, but also an operator for business owners seeking a transition.  With the increase in baby boomer business transitions, a large percentage do not have anyone to run the business when they step down.  The operator-heavy model is gaining steam in response to this trend, and providing an increasing marketplace for small, owner-run businesses.

 

Learning Objectives:

  • Identify the business situation that is ideal for this type of buyer
  • Compare and contrast the differences in the panelists within this buyer category
  • Describe the difference between this transition plan and traditional private equity

 

About the Presenters:

Learn from a panel of industry experts Stefan Banks and Josh Buckley, Austin Thompson moderated by Jim Ward.

Meet the Presenter

 

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


Stefan Banks

Stefan Banks

Horseshoe Lane Holdings

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Josh Buckley

Josh Buckley

Managing Partner at One Iron Holdings

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Austin Thompson

Austin Thompson

Managing Partner of Clipper Capital Partners

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Hour

 

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.