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

 


Core Team

Our Core Team includes advisors, entrepreneurs, and former business owners with decades of experience in growing enterprise value.  We are skilled  at both strategic planning and operations improvement.

We can:

  • Identify strategies to increase revenues
  • Identify process improvement opportunities to maximize profitability

Not only do we identify and design what needs to be done,  we actually roll up our sleeves and get to work implementing our recommendations.  We work with you until  you and your team are comfortable with your  new path to increased revenues and improved processes to maximize the bottom line.  To make sure you stay on track, we follow-up on a monthly, quarterly, or annual basis.           

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