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


Who We Are

Led by Joan Ridley, our multidisciplinary team is comprised of seasoned practice area specialists. We are happy to work with any of your existing key advisors and to augment with our professionals as needed. Our alliance with wealth management and mergers and acquisitions firms results in a seamless, stress-free value maximization and ownership transition process.

Your best interests are at the center of everything we do. When you engage us, you can be confident that you are bringing an objective point of view to the table. We are a team of accomplished professionals with substantial expertise in growing enterprise value and profitability including designing shareholder transition strategies. We have been advisors to a variety of industries including manufacturing, wholesale distribution, business to business services, technology, financial services, and transportation.

We invite you to learn more about our team:

Joan Ridley

Core Team


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