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                GROWTH. TRANSFER. LEGACY.

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XPX Maryland Members Only Affinity Group Meeting: Better by the Half Dozen - A Family Exchange of Values

  • December 06, 2018
  • 7:30 AM - 9:30 AM
  • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228


Build a 30-yr. old business. Sell it. Buy it Back. Add Six Children. Build an Estate Plan. Find a Life for the founder after the sale. Mix in a Valuation and Marinate all the ingredients together for nine months.

What do you get in the end???

This is potentially a recipe for disaster for all the parties concerned.

Come discuss the traps, pitfalls and options for this family owned legacy business. Everyone around the table should have some great insights into some of the issues that can surface.

In the last case study of the year, we will need to explore what the options are and what an ideal set of solutions might be.

What comes first”

A.  The Family?

B.  The Business?

C.  The Owner?

D.  The Legacy?

Come help us make sense of this by working through a real case that recently closed from one of our XPX Maryland members.

7:30 AM – 8:00 AM – Networking
8:00 AM – 8:30 AM – Breakfast
8:30 AM – 9:30 AM – Case Study

This is a XPX Maryland, Member-Only benefit.

Kind regards,

Greg Boucher
StrataSource Consulting
410.799.2053 - direct
443.623.5587 – mobile

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