Buying, Selling or Staying Put - Proactive Succession Planning 

The WFU Center for Private Business is excited to host this discussion regarding what business owners need to know to be proactive when planning for a transaction, presented by CPB Sponsor, Womble Bond Dickinson. In this session, our speakers will cover the key considerations and consequences a company or business owner should be aware of when contemplating a transaction whether one year or five years out from the potential deal.

Topics covered will include:

• Differentiating between various transactions structures (merger, stock purchase, asset purchase.
• Due diligence planning consideration.
• Legal issues such as reps & warranties insurance, indemnity provisions, post-closing covenants (non-competes, non-solicits.
• Succession and wealth planning.
•  Common mistakes made.
• Additional important aspects of the deal making process
• Q&A so you can get your questions answered by professionals. 

Speakers include:

• Matt Homan, Partner, Womble Bond Dickinson, Moderator
• Elie Foy, Of Counsel, Womble Bond Dickinson
• Darlene Leonard, Partner, Smith Leonard
• Gary Applegate, CenterPoint CFO, LLC

• Clint Bundy, Managing Director, The Bundy Group

Wednesday, April 20th, 2022 | 10:00AM - 11:30AM

• @WFU Charlotte Center, 200 North College Street, Room #124, Charlotte, NC 28202
• Panel Discussion starts at 10:00AM
• Registration Required for both in-person & virtual attendance. Space is limited.
• Lunch will be provided for in-person attendees - take away or stay and speak with the presenters and other Center Members & Guests.

Free for CPB Members | $50 for Non-Members

Register below for either the In-Person or the Virtual option to attend:

REGISTER NOW!