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



Category: Financial Planning

Join the club. Sure it’s frustrating when your net worth is suffering because of bad decisions and poor judgment of others that have nothing to do with you. But you are a business owner. If you are like most entrepreneurs, your business is responsible for a great deal of your personal net worth, 90% in fact for most. That means that you are in charge of your largest asset. You are in charge of strategic planning, operations, marketing, sales, product and service offerings, and all positioning and systems that are a part of that asset . You wield a lot of power over your total personal net worth. You cannot control interest rates, capital gains taxes, and the number of buyers and investors in the marketplace. But you can control your business, and, to a great extent, how it performs, regardless of market conditions. That means you are in control of the value of that asset and the income it produces.

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