Preparing for Business Transition

NORTH TEXAS CHAPTER EVENT

Preparing for Business Transition


Highlight essential elements prudent for business owners to understand when planning for a business transition. Briefly explain key attributes for positioning a company to attain optimal value and be prepared for the due diligence process. Summarize advisors who should be included on the business owner Success Team™.

 

Learning Objectives:

  • Awareness of essential elements for planning for a business transition
  • Awareness of key attributes for positioning a company to attain optimal value and be prepared for due diligence
  • Awareness of the advisors business owners should include on their team to contribute to a successful transition

 

About the Presenters:

Hear from industry experts, Glen Katlein, Partner at B2B CFO® and Bob Boulanger, Partner at B2B CFO® about preparing for business transition.

Meet the Presenters

 

Thank you to our Sponsors:

This meeting will be held at Salmon Sims Thomas & Associates.

Address:12720 Hillcrest Road Suite 500, Dallas, TX 75230

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.EPIDallas.org.

About the Presenters


Bob Boulanger

Bob Boulanger

Partner at B2B CFO®

VIEW BIO

Glen Katlein

Glen Katlein

Partner at B2B CFO®

VIEW BIO


Continuing Education


This meeting is pending approval for continuing education.

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.