Exit Planning Institute North Texas Chapter Social

Date:  June 8, 2017  4:30- 6:30
Place: Nick and Sam's, 8111 Preston Rd, Dallas 75225  (Preston Center SW corner)
Members: $15; Non-Members $20
Register: Here

"Working Capital - What You Don't Know Can Sabotage the Transaction"

Date: July 14, 2017  7:30-9:00
Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900 Dallas, TX 75230
Members: $15; Non-Members $20
Speakers:  Monty Walker and Robert Rough

Register: Here

" Could Exit Planning Have Saved This Family and its Business"

Date: August 11, 2017  7:30- 9:00
Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900, Dallas, TX 75230
Members: $15; Non-Members $20
Speakers: Doug Box, Interviewed by Mariann Montgomery
Register: Here

"Business Value for Exit Planning-Triggers Drivers Approaches"

Date: September 8, 2017  7:30-9:00
Place: Salmon Sims Thomas CPAs , Suite 900, Dallas 75230
Members: $15  Non-Members- $20
Speakers: Chris Mercer
Register: Here


Ownership Transition Strategies

One of the most important decisions you will make in your lifetime is how you will leave your business. It will impact your post-exit lifestyle, your family life, your employees, your community, and quite possibly, future generations. The process we use starts by identifying your goals and your current financial and mental readiness. The next step is to examine all 34 possible ownership transition strategies and to identify the most feasible ones for you. After careful analysis of the net proceeds, after-tax and after-fees, we help you determine and commit to the best strategy for you. Then we get to work to help you implement that strategy. We start by pulling the exit team together. We will continue to guide you every step of the way until your ownership transition is completed.


34 Ways to Leave Your Business

Immediate Improvements.
Lasting Results

Don't just take our word for it -check out what our clients have to say , or read case studies of how we've made an impact for entrepreneurs in transition.

Value Opportunity Profile - CertifiedPractitioner