Log in



THIRD ANNUAL

OWNER AND ADVISOR SUMMIT

SAVE THE DATE FOR NEXT YEAR: OCTOBER 12, 2021

Summit Highlights

THANKS TO ALL FOR A GREAT SUMMIT 2020 - SEE YOU NEXT YEAR ON OCTOBER 12, 2021

Sooner or later, every owner exits his or her business. Planning allows you to control the time frame, method and proceeds of your transition. If you want to maximize your results and minimize your headaches, take advantage of this once-a-year event! Expert speakers and panels will discuss when family and business don’t mix, preparing your business for a buyer and planning for your personal liquidity event.

This all-virtual event will include the popular “Tales from the Trenches”. Every panel will include experiences and insights from business owners who took successful exit paths, why they chose the method they did, what went right and what went wrong.

If you plan to sell your business, whether to family, employees or a third party, your first step should be learning how the process works.

Registration includes a free gift basket and a Summit web profile to enable you to interact with other attendees. 

    SUMMIT VIDEOS


    Valuations & financing problems during the pandemic

    Moderator:
    Carolyn Smith, Chartered Advisor in Philanthropy, Senior Partner - C3Financial
    Panelist:
    Kim Ford, CPA - theKFORDgroup
    Jim Park, ASA - Munroe, Park, & Johnson, Inc.
    Robert Potter, Executive Vice President, Lone Star Capital Bank
    Tim Ramon, 3rd generation owner - JR Ramon & Sons

    Program will include a presentation, interactive round table discussions and networking with other attendees.

    Exit planning and implementation to 3rd parties during the pandemic

    Moderator:
    Kelly Foster, Attorney - Gardner Law Firm
    Panelist:
    Tim Geppart, CFO - Vaco
    Tim Geppart, CFO - Vaco with client Bill Roberts, CEO of T&D Moravits & Co.
    Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Allen Devino, former owner of POS Solutions, LLC


    Exit planning and implementation to inside parties during the pandemic

    Moderator:
    John Dini, CMBA, CExP, CEPA - MPN, Inc.
    Panelist:
    Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Jeremy Calvert, CEO - Vighter, LLC
    James Rosenblatt, Attorney - Rosenblatt Law Firm with client Andrew Jett, President - Meritec Services

    Program will include a presentation, interactive round table discussions and networking with other attendees.


    M&A Communication Strategies in a Pandemic World

    Key Note Speaker:Leslie Komet Ausburn, President/CEO - Komet Marketing Communications

    Program will include a presentation, interactive round table discussions and networking with other attendees.


       2020 SUMMIT SPONSORS:



        EVENT SPONSOR


         






    MEDIA SPONSOR

         




       

    GOLD SPONSOR


         



       

    SILVER SPONSORS


         





         

        BRONZE SPONSORS



     






















    Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy