Every business owner will exit their business someday. Join hfco and industry partners for a candid conversation on what it takes to prepare for a strong exit.
What I Wish I Knew Before Exiting My Business
About this event
Every business owner will exit their business at some point. Preparation shapes how that transition unfolds and how much value is preserved along the way.
Join hfco, Fox, Penberthy & Dehn at Morgan Stanley, and Dilworth Paxson for a candid panel discussion on what it takes to prepare for a strong exit. Moderated by Dave Bookbinder, the conversation will explore four questions that shape the outcome of a transition:
- When should I start planning?
- What is my business actually worth?
- What am I really receiving when someone puts an offer in front of me?
- What happens the day after the wire hits?
With perspectives spanning valuation, wealth management, legal considerations, and business advisory, panelists will share practical insight into the decisions that shape both the transaction and the years that follow.
Attendees will have the opportunity to participate in a live Q&A with the panel.
Event held at Laurel Creek Country Club, Moorestown, NJ from 8:00 AM – 10:00 AM
Who should attend
- Business owners considering a future sale or transition
- Family business leaders planning for succession
- Executives evaluating what their business is worth
- Advisors and attorneys supporting clients through a transaction
Reserve your spot today.
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Who you will hear from
Advisors with real-world experience in the room.
Dave Bookbinder
Author | Podcast Host, Executive Director, Valuation Services, hfco
Al Fox, CFP®, CIMA®
Managing Director | Financial Advisor, Fox, Penberthy & Dehn at Morgan Stanley
Gray Laub, J.D.
Partner, Dilworth Paxson LLP
Sean Sands, M.B.A.
Head of Mergers & Acquisitions, hfco
Upcoming Events
We show up where our clients are — at industry conferences, local association meetings, and our own roundtables designed for candid conversation.
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Virtual Event
Oct. 31 at 9:00pm
An invite-only conversation for family business owners navigating succession, tax strategy, and next-generation leadership.
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