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
Specialized comprehensive wealth management services are needed for business owners who are contemplating a sale, or have just exited a business.
you or your clients are considering selling their business. Bernstein Private Wealth offers top tier advice to help you navigate the process and complexities from beginning to end.
someone needs help with their employee benefits program or needs help with Medicare .
A $5-50MM Business needs a CFO Banker for Acquisition, Real Estate, Working Capital, or Equipment Financing or to just help streamline cash flow and financial operations in preparation for an exit.
Merger and Acquisition and Owner Occupied Real Estate Finance
Gold
Silver
Bronze
Media
Program Agenda
2023 Summit
Navigating Detours on the Road to Success
Location
The Club at Sonterra
Date
Thursday, September 21st, 2023