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An Expert Panel Analyzes Exit Options

May 22, 1:15 pm

– 2:15 pm

Camelback Ballroom

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About This Session

Scott Snider, President of the Exit Planning Institute, will lead a discussion on exit options with EPI CEPA Faculty Members Scott Mashuda, Bobby Kingsbury, Judi Cunningham, and Keith Apton. The panel will explore the exit options available to owners and how to utilize them to harvest the value of their business.

These faculty members have experience with a variety of exit options. These include a corporate synergist buyer, private equity, employee ownership, and family business. The discussion will lay out the pros and cons of each option and the uniqueness of each.

This session will close with a Q&A segment for the audience to ask our expert panel for more insights on exit options. Have an owner that is investigating which options is right for them? This is the perfect session for you.

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Judi Cunningham
Bobby Kingsbury
Scott Mashuda
Keith Apton
Scott Snider

Learning Objectives

Learn the benefits of private equity purchases
Understand the benefits of employee ownership
Share the uniqueness of enterprising families and how they transition
Explore the M&A process of selling a company externally

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