Registration for this meeting is closed. For event information or registration issues, contact Eric Holleman at [email protected].
Planning the Exit: Founder Stories & Expert Strategies
Hear from CFOs with multiple private equity portfolio experiences about the good and the bad of serving two masters – the private equity firm and the company CEO – who sometimes have conflicting goals.
Richard Paek, Chief Executive Officer & Founder, Paek Management Group
Emily Taylor, Chief Financial and Operating Officer, Nox Health
Robert Rough, Managing Director, Telos Capital Advisors
LEARNING OBJECTIVES
- Learn from founders’ firsthand experiences with business exits – their successes, missteps, and key takeaways.
- Understand the financial, legal, and tax considerations critical to a well-structured exit strategy
- Gain insights from M&A and insurance experts on mitigating risks and optimizing deal structures.
REGISTRATION
Open to FEI Dallas Chapter members and non-members with executive roles in the Private Equity sector. Please register by Friday, February 28, 2025.
SCHEDULE
4:30-5:00 p.m. Check-in and Networking
5:00-5:30 p.m. Hors d'oeuvres & Cocktails
5:30-6:30 p.m. Program and Q&A | 1.0 CPE
LOCATION
USI Office
14241 Dallas Pkwy, Suite 700
Dallas, TX 75254
STRATEGIC PARTNERS
Greenberg Traurig, LLP
S+H Consulting
USI
Vantage Bank
Weaver
CANCELLATION
To cancel a reservation, contact Nancy Ehlers at [email protected]. Forty-eight “business” hours notice is requested for cancellation. We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows.
CPE CREDIT
This event offers 1.0 CPE credit.
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
Instructional method: Group-Live
Recommended CPE Credits: 1.00 credit
Experience Level: Basic
Prerequisites/advance preparation: None
CONTACT
Nancy Ehlers
FEI Dallas CPE Manager & Membership Support
Cell: 973-903-5068
[email protected] | www.feidallas.org