Business Owner Roundtable

ROCKY MOUNTAIN VIRTUAL CHAPTER EVENT

Business Owner Roundtable


Our panel of owners and executives will share their stories about past transition events.  We will dig into the details: what worked, what did not?  What preparation was taken ahead of the transaction, and what transaction types were considered?

 

Learning Objectives:

  • To understand, from each participant,
    • What advisors did you surround yourself with?
    • What process or preparation did you use ahead of the transaction?
    • What went well? What went poorly?
    • What other lessons were learned along the way?

 

Meet the Presenters:

Learn from industry expert Eric Becker, Cresset Founder & Co-Chairman, Cortney Brand, LRE Water President and CEO, John McCarvel, PopSockets President, and John Post, Alert Logic Chief Financial Officer.

Meet the Presenters

 

Sponsors:

Cresset

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Rocky Mountain 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.EPIRockyMountain.org.

About the Presenters


Eric Becker

Eric Becker

Cresset Founder & Co-Chairman

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Cortney Brand

Cortney Brand

LRE Water President and CEO

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John Post

John Post

Alert Logic Chief Financial Officer

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John McCarvel

John McCarvel

PopSockets President

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA credit (pending approval)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).