2023 Summit
Navigating Detours on the Road to Success
Location
The Club at Sonterra
Date
Thursday, September 21st, 2023
Program Agenda
Thursday
21
Registration
Welcome and Kickoff
Morning General Session
Chad McNair: (CEO @ McNair java Partners)
Presentation: “Selling Your American Dream – A Few Lessons Learned”
Break
Breakout Sessions A
Brian Daley (Director, Corporate Business Development @ Founders Advisors)
Presentation: “The Pursuit of Enterprise Value: A Data Driven Approach”
Will Duke (Co-founder and former CEO of 3Sixty Integrated)
Presentation: “The Other Side of the Sale”
Break
Breakout Sessions B
Melanie Kirk (Owner @ ATKG, LLP)
Teryn Grater (Owner @ ATKG, LLP)
Presentation: “Don’t Leave Money on the Table – Strategies to Minimize Tax Consequences and Maximize Value on the Sale”
Tom Cuthbert (Master Chair and CEO Coach @ Vistage Worldwide, Inc)
Bianca Rhodes (President and CEO @ Knight Aerospace)
Presentation: “Navigating From Start to Exit with Bianca Rhodes”
Lunch & Key Note Speaker
Mona Helmy (CEO @ Helmy Plastic Manufacturing & Industrial Design)
Presentation: “Built to Last Yet Lessons Learned”
Closing General Session
Wrap Up
Contact & Connect
Chapter Events
Summit Sponsors
Platinum
You're frustrated with the speed with which your company is growing, or concerned that you are growing too quickly to maintain control.
You are looking to become the employer of choice by partnering with an exceptional Full Service HR, Payroll, Benefits, and Performance Management Solutions company to help drive top line growth and scalability for your growing company.
It’s time for you and your client to engage with a highly-collaborative and experienced team of subject-matter-experts that helps prepare owner-operators, their businesses, and their families for success before, during, and after their exit.
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Silver
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Media
Program Agenda
2023 Summit
Navigating Detours on the Road to Success
Location
The Club at Sonterra
Date
Thursday, September 21st, 2023