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April 2019

Pre-sale Liquidity Planning

April 18 @ 7:30 am - 9:00 am EDT
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$25

April 17th, 2019

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May 2019

Reps and Warranties: Trends, Insurance, and Issue Mitigation

May 15 @ 7:30 am - 9:00 am EDT
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$25.00

May 15th, 2019

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August 2019

The In’s and Outs of ESOPs

August 21 @ 7:30 am - 9:00 am EDT
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$25.00

August 21st, 2019

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September 2019

Private Business Valuation: a Panel Discussion

September 18 @ 7:30 am - 9:00 am EDT
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$35 – $45

September 18th, 2019

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November 2019

Partial Liquidity Strategies for the Lower Middle Market

November 20 @ 7:30 am - 9:00 am EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$35 – $45

November 20th, 2019

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December 2019

A Lender’s Perspective: State of the Market

December 18 @ 7:30 am - 9:00 am EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$35 – $45

December 18th, 2019

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October 2019

Aligning Shareholder Intent: Buy-sell, Managing Partners, and Adding Value

October 16 @ 7:30 am - 9:00 am EDT
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$35 – $45

October 16th, 2019

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June 2019

Exit Planning Boot Camp

June 22 @ 8:00 am - 12:00 pm EDT
Greenbelt, MD Greenbelt, MD 20770 United States + Google Map

The notion that business owners don’t want to talk about their exit or ownership transition is outdated and misguided. In our experience, once owners start to consider what’s next in terms of business ownership they become increasingly engaged. But they are also frustrated by many areas of concern: their estate, their financial plan, how company value plays into a successful retirement, legal questions, etc. Exit Planning Boot Camp helps owners understand the linkages between all these verticals, and what it…

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