Preparing for an Exit: A Board's Role

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October 22, 2024 12:00 PM - 1:30 PM PST Bellevue, WA

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Karin Martinez
Executive Director
NACD Northwest Chapter
6830 NE Bothell Way NE, Ste. C #415
Kenmore, WA 98028
programs@northwest.nacdonline.org
Tel: 206-910-6841

 

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About The Event

Member Price: Complimentary

Non Member Price: Complimentary

Credits: 1 NACD Credit

Board members have important questions to ask to fulfill their strategic oversight duties related to when and how a future exit should be executed. Join NACD Northwest Chapter and experts from Grant Thornton for a director roundtable on key topics related to preparing for an exit applicable to private, public and carve outs. Topics will include strategic considerations, financial and tax preparations, best practices for achieving a positive valuation, and preparing for challenges that may arise post exit. Please join your director peers for an interactive roundtable discussion led by Grant Thornton partners on this important topic.

Location

Bellevue Club - The Boardroom

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Speakers

Bryan Walker

Advisory Principal, Grant Thornton

Bryan Walker is an advisory principal based in San Francisco, specializing in transaction services. He has more than 20 years of experience providing financial due diligence to private equity and corporate clients...

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Chris Morgan

Partner, Audit & Assurance Services, Grant Thornton

Chris Morgan is an audit and assurance partner with over 20 years of experience and is a member of Grant Thornton’s partnership board. He is responsible for providing guidance and thought leadership to the firm’s clients and engagement teams...

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Nicole Bryant

Principal, Grant Thornton

Nicole Bryant is a principal based in Grant Thornton’s Seattle office, focusing on helping clients with a variety of indirect tax issues, including multistate sales and use-tax nexus and taxability, Washington business and occupation (B&O) tax, mergers and acquisitions (M&A), and audit defense and appeals...

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Lisa Heacock

Market Managing Principal, Seattle and Portland, Grant Thornton

Lisa Heacock leads Grant Thornton’s teams in Seattle and Portland, ensuring the firm’s clients receive high-quality service across all service lines and industries in both markets. She has over 25 years of experience, including...

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