Private dinner
Exit Planning Roundtable for DFW Owners
A curated, invitation-only dinner for business owners 3–10 years from a transition. Strategy, not pitch.
Wednesday, September 9, 2026 at 11:30 PM Dallas, TX
Agenda
- Pre-sale tax positioning
- Post-exit income engineering
- Coordinating CPA, attorney, and strategist
- Peer Q&A
Reserve your seat
Limited capacity. We'll confirm by email.