Save the date
Save the dateOctober 22, 20244:30 PM - 6:30 PM (EDT) Add to Calendar
Venue Location
Venue Location

Del Frisco's Double Eagle Steakhouse

236 Perimeter Center Pkwy NE Suite 120
Dunwoody, Georgia

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Organizer
Organizer
Contact Person: Penny Forman
Event Details
Event Details

In today's ever-evolving business landscape, it's essential for business owners to consider the value of their companies well before planning an exit strategy. Whether you plan to sell your business or keep it within the family, financial preparedness is key to maximizing its value. This event will delve into the critical strategies you can implement now to boost your company's worth, including enhancing operational efficiencies, increasing profitability, and aligning business goals with your personal aspirations—especially in light of increasing life expectancy.


We will discuss the importance of early succession planning, the "success team" of key advisors you'll want to build around yourself as your company matures, and how to ensure your business is ready for any future transition. Learn how to proactively enhance the value of your business, regardless of your eventual exit timeline, to ensure long-term success and stability for you and your company.

Key takeaways include:


  • Identifying actionable steps to increase your business's market value.
  • Aligning personal goals with business planning for a more secure future.
  • Preparing your business for a smooth transition, whether you plan to sell or retain ownership.
  • Leveraging your business valuation to impact your growth strategy.


Pre-Registration:

  • Required for attendance; walk-ins will not be accepted


Photo/Video Release:

  • By attending, you acknowledge that event photos and videos may be used in future Perimeter Chamber marketing
  • Your participation is greatly appreciated


Important Note Regarding Speakers:

  • The opinions and information provided by Chamber event speakers are those of the speakers alone
  • The Perimeter Chamber does not necessarily endorse their opinions and has not independently verified the information presented


Communication Consent:

  • By providing your email, you acknowledge that the Chamber may send periodic updates and event invitations
  • You can withdraw consent at any time by unsubscribing from our emails
Agenda
Agenda
  • 4:30 PM - 5:00 PM

    Registration & Networking

    Registration & Networking

    5:00 PM - 5:45 PM

    Pannel Discussion

    Pannel Discussion

    5:45 PM - 6:00 PM

    Q & A

    Q & A

    6:00 PM - 6:30 PM

    Networking & Adjournment

    Networking & Adjournment

Speakers
Speakers
  • Holly Geerdes, Esq. (Attorney at Geerdes & Associates)

    Holly Geerdes, Esq.

    Attorney at Geerdes & Associates

  • Denise Kennedy (CFO Navigator at Maudlin & Jenkins)

    Denise Kennedy

    CFO Navigator at Maudlin & Jenkins

  • Adam D. Marshall, Esq. (Managing Member at Lorium Law)

    Adam D. Marshall, Esq.

    Managing Member at Lorium Law

  • Carl Nicpon (Managing Director of Marsh Creek Advisors)

    Carl Nicpon

    Managing Director of Marsh Creek Advisors

  • O. Tom Singh (Managing Director| Senior Resident Director | Private Wealth Advisor of Merrill Private Wealth Management Singh & Associates)

    O. Tom Singh

    Managing Director| Senior Resident Director | Private Wealth Advisor of Merrill Private Wealth Management Singh & Associates

Sponsors and Partners
Sponsors and Partners
Community
Community

Connect with 11 people attending this event

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Tickets
Tickets

General Public

$35

Chamber Member

Member Price $25

Event Sponsor

Logo Placement on Event Invitation: Sponsor’s logo featured on digital event invitations.

Recognition from the Podium: Verbal acknowledgment of the sponsor during the event by the host or emcee.

Social Media Mentions: Sponsor recognition through event-related social media posts before and after the event.

Logo on Event Program: Placement of the sponsor’s logo in the event program, if applicable.

Website Recognition: Acknowledgment of sponsorship on the event page of the organization’s website, with a clickable logo or name.

Email Marketing: Sponsor mention in promotional emails sent out to event participants and mailing lists.

Networking Opportunities: Access to networking opportunities with attendees at the event.

8 Complimentary Event Tickets: Sponsor receives eight complimentary tickets to the event, providing an opportunity to invite clients, colleagues, or guests.

$500