September 15, 2022 - 11:30am – 1:30pm
In person:
McCormick & Schmicks
4335 Barclay Downs Drive
Charlotte, NC 28209
(704)442-5522
To register for the live event in Charlotte or the Virtual event via Webcast
https://attendee.gotowebinar.com/register/1565601627817172748
This live and virtual event is brought to you by our Sponsors:
What to Expect –A greater number of purchase and transition opportunities with strategies to win the deal and increase your value
· This session will be led by industry experts with over 700 successful deals with experience in matching buyers and sellers; valuing businesses; qualifying the fit using the five “c” s, vetting the practice and successful transitions.
· The session will consist of real-life examples of what to do and what NOT to do to achieve a successful deal.
· Interactive discussions on how to optimize your business purchase or transition now, years from now, partial, or full.
· Tips on vetting buyers and sellers to avoid common mistakes.
· Advice on managing the relationships in transition – Clients, Buyers, Sellers, Staff, finance professionals and Lawyers.
Live Event Seating Limited to 50 people
Virtual Event Limited Only to Availability
Content recorded and available to participants upon request
Jeffrey C. Evanello, CLU, ChFC, RICP
Managing Member, Integrated Succession, LLC
phone : 480-695-8603