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Pre-sale Liquidity Planning

April 18, 2019 @ 7:30 am - 9:00 am EDT

- $35

“Business Rich, Cash Poor.” This is most entrepreneurs the day before their first exit. Unfortunately this also means that they are frequently “under-advised” with little to no financial planning completed before they go to market. They miss the boat on advanced planning opportunities that should be happening a few years in advance of an exit.

Open Networking -

7:30 am - 8:00 am

Mix and mingle with a great crowd! .  

Pre-sale Liquidity Planning -

8:00 am - 9:00 am

In this panel we discuss what a “best in class” planning process looks like.

  • Discuss overlap between financial planning and owners desired goals regarding the “fate” of the business (keep it, sell it entirely, partial liquidity event, etc)
  • Review how different exit options yield different potential proceeds (example: ESOP vs. 3rd Party Sale vs. MBO)
  • Developing a plan that encompasses estate planning, tax planning, philanthropy, and post-sale wealth planning
  • Keys to getting entrepreneurs “unstuck” – creating action vs inaction when it comes to pre-sale planning



Tickets are not available as this event has passed.


April 18, 2019
7:30 am - 9:00 am
Event Category:

Cancellation Policy: Refunds available until 5 days out from the event.


Northern Virginia Chamber of Commerce
7900 Westpark Drive #A550
Tysons, VA 22102 United States
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