Disposition/Acquisition Funding Options

NORTH TEXAS CHAPTER EVENT

Disposition/Acquisition Funding Options


Types of funding available for the disposition and acquisition of companies, typical terms and expectations of the funding sources. 

 

Learning Objectives:

  • Identify which type of funding is suitable for clients 
  • Describe what each type of lender is looking for 
  • Analyze client financials relative to lender expectations 
  • Recommend  the funding types to clients 

 

About the Presenters:

Hear from a panel of industry experts Mike Shillingburg, Donna Butterfield, Peter Marshall, and Kyle Sims moderated by Jeffrey Saladin about disposition and acquisition funding options.

 

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Thank you to our Sponsors:

 

 

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

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


Mike Shillingburg

Mike Shillingburg

Senior Business Development Officer/Vice President

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Donna Butterfield

Donna Butterfield

Senior Vice President/Community Leader- Garland Market

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Peter Marshall

Peter Marshall

Partner with the law firm of Vinson & Elkins

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Kyle Sims

Kyle Sims

Co-Founder and partner of 49 Financial

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Jeff Salladin

Continuing Education


This meeting qualifies for the following continuing education credits:

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.