6 D’s In Derisking And Protecting Business Value


6 D’s In Derisking And Protecting
Business Value

We will discuss what risks Business Owners need to mitigate in order to protect and enhance their business value.  We will cover how to identify and assess the top classifications of Risk, and the Risks that Business Owners most commonly encounter, and ones they misperceive.  Discussion of potential impact and prioritization will lead in to how to mitigate the key risks that impact a business or business owner the most.


Learning Objectives:

  • How to identify Personal, Financial and Business Risks.
  • How to assess the impact of risks and prioritize the identified risks.
  • How to mitigate common or high impact risks whether in a product or service business.


About the Presenters:

Hear from industry experts, Anne Salick, Financial Planner, Rockgate Financial Partners and Lawrence Whaley, JD, CLU, CAP, about derisking and protecting business value.


Thank you to our Sponsors:

This meeting will be held at Rockgate Financial Partners.

Address: 17300 Dallas Parkway, Suite 1000, Dallas, TX 75230


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

Anne Salick

Anne Salick

Financial Planner, Rockgate Financial Partners


Lawrence Whaley

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.