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                GROWTH. TRANSFER. LEGACY.

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XPX DC Metro - Business continuity and succession planning

  • July 20, 2017
  • 7:30 AM - 9:30 AM
  • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna, VA


We are looking forward to you joining our discussion at our July meeting as we explore the topic of business continuity! Business Continuity Planning, or Succession Planning, prepares the owner for the contingencies that impact the business, its owners and its employees upon his or her departure. It also prepares the owner to maintain value by incentivizing and retaining key employees throughout the stages of a lifetime transfer: pre-sale planning, the sale, and post-sale period.

Areas of discussion will include:

  • Buy sell agreements
  • Key employee retention programs
  • Cash and equity based incentive strategies
  • Perpetuation planning
  • Key Person and equity insurance overview

We are excited that you are joining our exit planning team this year. If you have not, please print the Case Study, read it, and bring a copy to our next meeting on July 20th.

Also, please remember to sign up early – by July 19th – the week ahead of our meeting. Our venues need lead time to best prepare for us!

Please note that our meeting time is 7:30 to 9:30am. As we have always done, we will have our networking time first. At about 8am, we will start our announcements and then begin the presentation. Depending on the topic and number of speakers, our presentation will conclude around 9:15. All of our monthly chapter meetings will follow this format. Thank you for spending this time with us!

Our Speakers:

Stuart H. Sorkin, Transactional Attorney and Business Consultant.  Bio.

Sarah Cato, First Financial Group, Director of Business Strategies  Bio.

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