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



Joan Led a Discussion for Women Presidents' Organization

Joan led a discussion for members of the Women Presidents' Organization at Texas Capital Bank on June 16th.  The topic was "Planning for Ownership and Management Transition".

Posted: June 18, 2016

Joan Led a Two Hour Workshop for CPAs at Meridian Bank

Joan led a two hour workshop on June 8th for CPAs,  The title of the workshop was "Sustainability is Key Whether You Plan to Stay or Go"

Posted: June 9, 2016

Joan led a discussion for Women Presidents' Organization

Joan led a discussion for members of Women Presidents' Organization on March 16th at Wells Fargo Wealth Advisors. The topic was "Planning for Ownership and Management Transition Planning".

Posted: March 30, 2016

Joan to Attend Three-Day Conference for Business Intermediaries at Kennesaw State University

Joan will participate in a three-day course At Kennesaw State University in Atlanta with mergers and acquisitions professionals on February 18th to 21st, 2016.

Posted: February 9, 2016

Joan Received Excellence Award for Her Contribution to the Exit Planning Profession

On September 18, 2013 Joan was presented the first award to be given by The Exit Planning Institute for her outstanding contribution to the exit planning profession.  The award was presented by Chris Snider, President and CEO of The Institute, at that organization's annual international conference in Cleveland, Ohio.  This is the first such award to be given by The Institute since its inception in 2005.  Click for more details... 

Posted: October 21, 2013

Joan Quoted in Dallas Morning News

Joan was quoted in Hannah Cho's article, Baby Boomers Planning Exit Strategies From Their Businesses, in the Dallas Morning News on August 13, 2013.

Posted: August 26, 2013

"How to Protect the Heart of Your Business...Your People and Assets"

Date: May 9, 2013 11:00 AM CST

Place: Exit Planning Institute Webinar

Joan interviewed attorney Karen Hart, partner of Bell Nunnally, & Martin. The topic is the legal documents you need to have in place to keep key people and trade secrets from moving to the competition. Karen will talk about what happens when you don't have those documents, or, if they are not drafted properly. This webinar is free. Business owners and professional advisors are invited to attend. It is approved for continuing education credit. Go to www.exit-planning-institute.org to register.

"Financial Planners - Tips for Creating a Salable Practice"

Date: May 22, 2013 2:00 PM CST

Place: Financial Planning Assoc Webinar

Joan was interviewed on a webinar hosted by the Financial Planning Association. The session will focus on how to prepare to eventually exit, how to maximize value if selling to an outside third party, and how to avoid the landmines to insure a successful exit. Joan will share her expertise that results from the "merger" of one of her own practices and sale of two practices, as well as her experience as a business consultant and Certified Exit Planning Advisor.

International Business Brokers Association

Date: June 10-13

Place: Anaheim, CA

Joan will attend the International Business Brokers Assn. Annual Conference in Anaheim, CA. June 10th-13th. She will attend courses on business valuation, seller financing, transaction taxation, and balance sheet recasting to fulfill continuing education credit requirements for the Certified Business Intermediary professional designation.

Ownership Thinking Conference

Joan attended the 6th annual Ownership Thinking conference in Denver, Colorado in October, 2012. The 3-day conference was attended by thought leaders and progressive thinking business owners. The conference was lead by Ownership Thinking founder Brad Hams. For more information about Ownership Thinking, please see www.ownershipthinking.com.

Posted: Jan 22, 2013

Joan attended the M&A Source Conference

Joan participated in the M&A Source annual conference in Las Vegas in November, 2012. The conference was attended by mergers and acquisitions professionals and private equity groups who do business throughout the U.S.

Posted: Jan 22, 2013

Joan lead a discussion at the EWP Dinner Meeting

The topic of the discussion was "Would Your Business Sell for Top Dollar". The event was on June 20th.

Posted: Jul 05, 2012

Joan presented at the NAVCA Conference

Joan pesented a session at the National Association of Valuation Analysts annual national conference in Dallas on June 22nd.

Posted: Jul 05, 2012

Univ of Dayton Business Advisory Council

Joan will attend the University of Dayton Business Advisory Council this May 11 and 12th.

Posted: May 03, 2012

What Banks Will Finance

Joan interviewed Gene Blanton on the Exit Planning Institute's "Ask the Experts" webinar on February 9, 2012.

Posted: Feb 10, 2012

Joan interviewed business owner Josh Kelly

Joan interviewed Josh Kelly about how business exit planning has helped him run his business day to day.

Posted: Jan 09, 2012

Joan Attended Exit Planning Institute Annual Conference

Joan attended the Exit Planning Institute Annual Conference Dec. 8-10 in Fort Lauderdale.
Sponsors of the conference included Alliance Bernstein Wealth Management and LPL Financial. Joan is a member of the Board of Governors of the Exit Planning Institute.

Posted: Dec 14, 2011

"How to Capture $10 Trillion in New Business"

Joan, and teammate Glenn Baldwin, delivered a three hour workshop on Oct 28th.

Posted: Nov 03, 2011

Joan interviewed John Mautner

Joan interviewed John Mautner on June 10, 2011 on a webinar sponsored by the Exit Planning Institute.

Posted: Jul 18, 2011

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