MCG is proud to be a sponsor of the Exit Planning Institute’s North Texas Owners Forum.
The North Texas Owners Forum will present the results of the currently ongoing State of Owner Readiness Survey, which is surveying business owners in the North Texas region to determine their state of readiness to transition their business.
The information gathered from this survey will be used to assess:
- Owner’s perspectives regarding their state of readiness and analyze how the recession may have changed their perspectives.
- Assess to what degree owners have considered all transition options
- Assess to what degree have owners begun preparing for the transition of their business
The survey takes about 12 minutes to complete. Survey respondents will be anonymous and individual responses will be held strictly confidential.
If you are a business owner, we encourage you to take the survey here.
To thank you for your time, we would like to send you a complimentary copy of the report once it’s released. We would also like to invite you to join our table at the luncheon on October 11. After you’ve taken the survey, please contact Paul Dunn.
The Exit Planning Institute (EPI) delivers innovative learning experiences, performance-enhancing resources and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve the needs of CPAs, financial planners and wealth managers, attorneys, commercial bankers, management consultants, M&A advisors, ESOP and family business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor (CEPA) Program and qualifies for continuing educational credits with eleven major professional associations, making it the most widely accepted and endorsed professional exit planning.
Montgomery Coscia Greilich LLP began in 2003 and currently has over 310 professionals, including 28 partners. MCG is ranked as the 7th largest accounting firm in the Dallas/Fort Worth Metroplex, and provides traditional accounting services as well as transaction advisory, financial advisory and strategy/management consulting services to a wide range of clients. MCG is consistently recognized by Accounting Today and Inside Public Accounting as one of the top 100 accounting firms in the country. MCG was also recently recognized by the Dallas Business Journal as a Best Place to Work.