“Avoid Costly Mistakes…Exit Like a Pro”

Speakers:

• Paul Humphreys: ACT Capital Advisors
• David Dick: Financial Plan, Inc.
• Chris Sullivan: VSH CPAs
• Tom Doll: TD Partners

Master Class Agenda:

Morning Session: 10:00 AM – 12:00 PM

• Introductions
• The Current State of M&A
• Options to Exit & Valuations
• Proven Strategy and Tactics to Enhance Your Business’s Value
• The M&A Process
• Tax and Estate Planning Pitfalls to Avoid
• Negotiating and Structuring a Deal
• Life After the Deal

Lunch Break: 12:00 – 12:30 PM

Panel Q&A: 12:30 – 1:30 PM

This complimentary event also includes free lunch and parking.