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Welcome to Part 1 of the Houston Chapter Deal Lifecycle Series "Preparing the Owner for Sale." Learn from a diverse team of experts as they guide business owners through successful exit strategies. Led by an owner with intimate family dynamics experience, alongside a wealth manager exploring financial outcomes, a transition advisor navigating decisions, and a leadership coach addressing emotional impacts, we offer comprehensive support for this critical phase. Don't miss this opportunity to gain insights and guidance from seasoned professionals. Read more

Welcome to Part 2 of the Houston Chapter Deal Lifecycle Series "Sell.Buy.Build.Fix." This installment focuses on making a "go/no decision" and deciding the best course of action. You will hear from a panel of advisors who look at hundreds of deals each year and how they navigate the right path for each deal. The featured panelists include experience in investment banking, private equity, and strategic advisory. Read more

Welcome to Part 3 of the Houston Chapter Deal Lifecycle Series "Preparing for the Sale."  This event will help deal teams understand the transition process, regardless of their role. What drivers increase or decrease value? Does private equity play a role? What is a common timeline? What steps are needed before taking the business to market with an investment banker or advisor? This panel-driven session includes specialists in law, financial reporting, investment banking, and transaction advisory who understand the financial, legal, and emotional components involved in the exit and transition process. Read more

Welcome to Part 3 of the Houston Chapter Deal Lifecycle Series "Deal Execution."  This is your chance to gain a comprehensive understanding of the deal-making process, from LOI to post-close, with the guidance of some of the best experts in the business. Our lineup of dynamic speakers includes Transaction Attorney Bill Boyar of Boyar Miller, CPA Michael Landers of UHY, and successful Owner Chuck Hendee. They will share their wealth of knowledge and expertise on all aspects of deal execution Read more

Welcome to Part 5 of the Houston Chapter Deal Lifecycle Series "Capitalizing on Overlooked Markets." Learn first-hand how the market is pivoting to provide capital for underserved populations, including statistics and trends in specific segments. From this panel, you will walk away with greater knowledge of alternative capital sources, as well as an understanding of how certifications and contracts impact valuation. Read more

Executives from leading family offices will come together to share their perspectives on the investment landscape of 2024. You'll gain insights into how these offices anticipate the M&A market will develop over the year. You'll also discover how broader factors like macroeconomic conditions, geopolitical tensions, evolving regulations, and the outcome of the US presidential election could shape their investment strategies and M&A activities throughout 2024. Read more