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IMC NCR: Built to Sell (Expert Panel) and NCR Annual Business Meeting
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IMC NCR: Built to Sell (Expert Panel) and NCR Annual Business Meeting

This evening promises to be special with a networking happy hour from 5:30-6:30pm in Le Meridien’s 4th Floor Fireplace Lounge, followed by a buffet dinner in the Adagio Room at 6:30. Over dinner we’ll explore an ethics case tailored to the evening’s topic (exit strategies). After the 2013 “State of the Chapter” and Chapter Financial Reports, we'll announce the 2014 Board Election results. Our Expert Panel will discuss Succession, Retirement & Profitable Exit from Your Consulting Business.

When: Thursday, November 14, 2013
5:30 to 9:15 PM
Where: LeMeridien Hotel
1121 19th Street North
Arlington, VA  22209
Contact: Raymond Suarez

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Annual NCR Business Meeting and

"Built to Sell: How to Successfully Exit Your Business" 

Getting Out on Top!

In November’s Vanity Fair, hip-hop mogul Jay-Z gets candid about his former life:


"I know about need to know what you can spend, what you need to re-up.  Or if you want to start some sort of barbershop or car wash… (t)hings you can get in easily to get out of [that] life. At some point, you have to have an exit strategy, because your window is very small”

Past NCR programs have addressed practice management topics like risk management, estate planning and business financial planning, but never focused specifically on what we can do to fortify our consulting services firms with an eye towards retirement 10, 20, or 30 years down the line.


Most of us don’t think about retirement until we have passed the point of doing what is required to exit with a nest-egg generated by our investment of time and effort in our knowledge-based firms. At every stage of our businesses, we need to think intelligently about operating in a way that builds transferable terminal business value, or alternatively, that produces for us a retirement income stream


To make "monetization” of our businesses a reality, we must build tangible and intangible assets that have transferable value in the future. But like any investment, if we start too late, we miss the benefit of time. For some of us a business sale may be a viable option. For every one of us, there is benefit in planning our strategies and actions now to build value in our service-based businesses.


Stepping Up to the Business Challenge

When you own a business, you’re operating a vehicle that provides you and your family with income and financial security.  A successful business is the financial engine that powers your personal goals. To achieve that success, you must steer the business on a positive, long-term course.  Effective planning will prepare both your personal and business finances for the inevitable challenges and changes ahead.


Your personal financial plan. Coordinate your personal and business finances to support specific goal, including individual life and disability insurance to protect you, your family and your assets.


Protect your key people. The loss of an owner can have severe implications. Business insurance helps offset the loss of cash flow, cost increases and a drop in profits if you are unable to work.


A business succession plan. Is your intention to transfer ownership to a family member, or sell to remaining owners or an outside party? A written and funded succession plan can transfer your business in a smooth and timely manner.

Our Program Leaders

Along with Moderator Michael Gallo of Valerysis Consulting, LLC, our expert panel includes Mary A. Adams, CMC, Founder of Smarter-Companies, and co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization; Jeffrey W. Schenkel, CFP, Northwestern Mutual Financial Network; Doug Smith, Partner with B2B CFO®; and Scott W. Taylor, Principal with the law firm SmolenPlevy.

Dinner Buffet

LOCATION: LeMeridien is conveniently located in Arlington, VA. Just minutes from Washington, DC and only 0.2 miles to the Rosslyn Metro. From Metro, walk north toward Key Bridge and cross North Lynn Street.

METRO: ROSSLYN (Exit East side, left (north). L on North Moore, right (east) on 19th Street, 1.5 blocks to hotel on left.)

DRIVING: Map and Driving Directions

PARKING: Hotel underground self-parking garage; enter on Nash Street, $20.00/day. Hotel valet $25.00. On street Pay-to-Park where available.

Register early (by midnight Sunday the week of the event) and get a $10 Discount.

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