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Whether it’s passing your business to the next generation, preparing your business for a sale or making an acquisition, you need to have a plan in place. Join PKF Texas and the Houston Business Journal for a panel of transition professionals to discuss planning what’s next for your business, including topics covering business valuation, financing a deal, structuring, succession planning, estate planning, sell-side considerations and pre-sale due diligence.

The Houston Business Journal's Market President and Publisher, Bob Charlet, will moderate the panel, including speakers:

  • J.B. Dollison, Managing Director, Crutchfield Capital
  • Matt Goldston, CPA, CVA, CM&AA, Entrepreneurial Advisory Services Director, PKF Texas
  • Chris Hatten, CPA, CVA, CM&AA, Transaction Advisory Services Director, PKF Texas
  • Joe Morrel, Partner, Porter Hedges
  • Robert Shelton, CFA, CAIA, Advisor Services Senior Vice President and Market Manager, Amegy Bank

Cost: Single ticket $65

Questions? Quinn Hoang | 713-395-9613 | qhoang@bizjournals.com

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