Join Us for “SellWell” – Things to Consider When Selling A Business Presented by TFO Wealth Partners
Last year, we convened at The Post Oak for our presentation - True Your Compass: Planning Strategies for Successful Entrepreneurs and Wealthy Families in 2022 and Beyond.
We’re excited to invite EO Houston members back to the same venue on October 17th to discuss “SellWell” a proprietary and integrated planning approach to all the things business owners should consider when selling a business – the before, during and after.
For many business owners, starting down the path of selling all, or a portion, of your business brings uncertainty and stress. There is a myriad of financial and emotional elements to think about, and the fact that most entrepreneurs only go through the process once in their career can make it feel daunting to even the most successful operator. In this presentation, we’ll take you through a strategic process that we have built to help business owners identify the purpose of their wealth and connecting it to what matters most to them and their family after a sale.
We are confident you will find the subject matter both informative and applicable, regardless of what stage your business is in. We’re excited to bring everyone together again and look forward to seeing you all for an enjoyable early evening gathering.
6:00 pm - 6:30 pm: Cocktails and Hors D’oeuvres | Arrival
6:30 pm - 7:00 pm: TFO Wealth Partners Presentation
7:00 pm - 7:20 pm: Wrap-up | Questions and Answers
7:20 pm - 8:00 pm: Additional Meeting and Mingling