2018 NORTH TEXAS OWNERS FORUM

THURSDAY, OCTOBER 11

Changing the Outcome for Middle Market Business Owners in North Texas


Your aspirations and hard work have carried you far in life and have contributed greatly in your creation of considerable wealth, which for the time being is concentrated in your business. There will come a time when that ownership will transfer – and whether it be on your terms or the terms of others is really up to you.

Just as your aspirations have guided you in the creation and evolution of your business – why not also aspire to create additional value and ultimately exit your business in the best possible fashion?

  • The very process of preparing a business for sale can, in fact, become a value enhancement exercise as you may well determine that the appropriate outcome is to keep your business and pursue an Advanced Value Creation strategy.
  • The ultimate proceeds from your exit will be well planned for and handled through the development of a synergistic personal financial plan.
  • You can become one of the relatively few (roughly one fourth) of business owners who a year after their liquidity event confidently feel that they have achieved a successful capstone to their career.

About the Owners Forum:

The 2018 North Texas Owners Forum was a full-day educational event for business owners and their key partners to hear from award-winning industry leader, Christopher Snider, and a panel of local experts and leaders in the fields of business strategy, exit planning, succession planning, and marketplace trends. Get a sneak peek by watching the video below!

This event attracts 100+ entrepreneurs and established owners every year to learn and grow their understanding of how to create an attractive and ready business so that you can exit when you want and on your own terms.

This event was held at Communities Foundation of Texas.

Address: 5500 Caruth Haven Lane, Dallas Texas 75225

DOWNLOAD TEXAS STATE OF OWNER READINESS REPORT

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready is your marketplace? Find out now by downloading the 2018 Texas State of Owner Readiness Report!

DOWNLOAD NOW

Meet the Experts


In particular, we believe you will be inspired by the passion, knowledge, and excellence of our expert presenters – all of whom are internationally recognized thought leaders in the fields of exit planning, succession planning, and business strategy.

Christopher Snider, CEPA

Christopher Snider, CEPA

Opening Keynote Speaker:
CEO & President of Exit Planning Institute,
Creator of the Value Acceleration Methodology,
Award-winning Author of Walking to Destiny,

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Jim Barlett

Jim Barlett

Senior CFO,
B2B CFO®

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Jack Beam

Jack Beam

Business Broker,
Dailey Resources

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Ray Croff

Ray Croff

CEO and President,
Mobius Financial Advisors

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Eric Czepyha

Eric Czepyha

Head of Private Business Advisory,
BNY Mellon Wealth Management

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Sarah Beeks Higdon

Sarah Beeks Higdon

Director of Charitable Giving,
Communities Foundation of Texas

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Jack Kearney

Jack Kearney

M. Director, Investment Banking,
Co-founder, Dumas Capital Partners

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Kathryn McGill

Kathryn McGill

Advisor Relations Officer,
Communities Foundation of Texas

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Kevin H. Rogers

Kevin H. Rogers

Family Wealth Advisor,
BNY Mellon Wealth Management

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Anne Salick

Anne Salick

Financial Planner,
Rockgate Financial Partners

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Ron Salmon

Ron Salmon

Founding Partner,
Salmon Sims Thomas, PLLC

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Alex Swanston

Alex Swanston

Transaction Advisory Services,
Montgomery Coscia Greilich LLP

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Kevin Woltjen

Kevin Woltjen

Expert,
Clark Hill | Strasburger

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Event Emcee: Scott Snider, Vice President of Exit Planning Institute, Author of Fishing for Value

 

 

 

 

 

 

 

 

 

 

 

For Advisors


The Owners Forum is a private event and does not accommodate open registration for advisors. However, you and one of your business owner clients can join in this experience.  As the purpose of this event is to educate and empower local business owners, you must bring a client in order to attend.  We do limit the number of chapter members that can attend this event, but if you are interested, please contact Josh Koza at (216)712-4244 or email JKoza@Exit-Planning-Institute.org. We look forward to assisting you.