Decision: Sell or Keep Going?

NORTH TEXAS CHAPTER EVENT

Decision: Sell or Keep Going?


Business Owners most often operate their businesses as if they will live forever and as if the business will last for their lifetimes and beyond. We know that neither of those statements is true. How does a business owner decide that it is time to sell?
• From a personal perspective
• From a business perspective
• From a financial perspective
Each owner must establish personal, business, and financial goals. These goals will conflict. How does an owner reconcile these conflicts?

 

Learning Objectives:

  • What must a business owner do personally to be certain that he or she is ready to sell?
  • What must he or she do to prepare his or her family?
  • What must he or she do to prepare his key staff, employees, customers, suppliers, board, etc.?
  • How does an owner determine how much is enough?

 

About the Presenters:

Hear from industry experts, Mariann Montgomery, Ray Croff, Dr. Ed Lewellen, moderated by Jack Beam about knowing when it is time for a business owner to sell.

 

Thank you to our Sponsors:

This meeting will be held at Rockgate Financial Partners.

Address: 17300 Dallas Parkway, Suite 1000, Dallas Texas 75248

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


Mariann Montgomery

Mariann Montgomery

Producer of the Murphy Business Sales franchise system

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Ray Croff

Ray Croff

CEO and President of Mobius Financial Advisors

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Dr. Ed Lewellen

Dr. Ed Lewellen

Entrepreneur, COO, VP Sales, Pastor, Master Executive Coach

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit 

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.