XPX HI: Challenges of Rainmaker Succession (Lunch & Learn and Networking)

Please join us for the next Exit Planning Exchange of Hawaii (XPX HI) event. XPX HI is a network of trusted advisors to privately-held businesses. We are building a strong, collaborative local business ecosystem that views exit planning as a holistic exercise along the entire life of a private business. Come join our diverse membership of professional advisors as we help clients build business value, transfer ownership and create a legacy of success in their lives and their communities. Our guest speaker for the event is Wade Hansen.

Join us for a focused discussion on the complexities of transitioning rainmaking responsibilities in professional service firms—and the critical role advisors play in that process. This session will cover:

• Key considerations in the months and years leading up to a sale or transition
• How succession planning decisions influence valuation and deal outcomes
• Why rainmaking is a learned and transferable skill—and how to develop it
• Strategies for transitioning client relationships and sustaining revenue post-transaction

Who should attend? Professionals interested in helping business owners grow and maximize the value of their business.

Our Speaker:
Wade Hansen
Chairman & CEO
Cabrillo Advisors

Wade Hansen is Chairman & CEO of Cabrillo Advisors in San Diego and its founder. He brings over 25 years of experience in advisory, deal execution, business valuation, and entrepreneurship across private and public companies, attorneys, and high-net-worth clients. At Intrepid Investment Bankers, he expanded origination and sector coverage in technology, healthcare, and life sciences. Previously, he founded Cabrillo’s predecessor, MHT Partners, and was a founding principal at Dell Ventures, investing in high-tech and internet companies. He began his career at McKinsey & Co advising on M&A, and at Ernst & Young’s Audit Department. He is a licensed CPA in Texas.

Agenda:

11:30 am - 12:00 pm Networking
12:00 pm - 1:00 pm Lunch Presentation

Event Pricing:

• This event will be sponsored by our Platinum sponsor, Accuity Advisors, LLC so registration fees will be waived.
• You must register to attend to receive lunch
• If you would like a vegetarian option, please email [email protected]

• Parking: Enter the parking garage via Merchant Street. Park in any open stall that is not marked “RESERVED”.
• Validation: Please bring your parking ticket to the meeting for full validation.
• Lobby access: Upon arrival in the lobby, inform Security that you are visiting Accuity. Security will grant access through the turnstile.
• Elevator: Take the high-rise elevator to the 23rd floor. Please press “23” on the elevator pedestal for each person.

Registration covers lunch and refreshments.

THANK YOU TO OUR EVENT SPONSOR, ACCUITY ADVISORS!

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Host or Publisher Exit Planning Exchange of Hawaii