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XPX Chicago - Case Study and Discussion: Exit Plan

  • November 30, 2017
  • 7:30 AM - 9:00 AM (CST)
  • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL


In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

Exit Plan:

  • Given all the prior topics and panel discussions, how should Hi-Tech approach sale readiness?
  • What are the things Hi-Tech must do, in legal, accounting, banking, personal planning, and growth planning to be ready for sale?
  • Who are the likely buyers for Hi-Tech, and what would make it most attractive to those potential buyers?
    Our panel Comprises:

    Al Kutchins - Kutchins, Robbins & Diamond

    Fred Stephenson - North Coast Capital Advisors
    Tim Trela – Momentum Advanced Planning
    Michaeline Gordon - Ginsberg Jacobs LLC

    Please print the Case Study, read it, and bring a copy to our meeting. 

    Thank You to Our Meeting Sponsor!

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