Dance in the End Zone

November 22nd  7:30 – 11:30 a.m. CEO
November 23rd 7:30 – 11:30 a.m. CEO

Patrick Ungashick turns the conventional wisdom about exit planning upside down. Rather than presenting “exit planning” as it’s commonly understood (i.e., the last minute scrambling many business leaders find themselves doing immediately before sale or succession) Ungashick presents a radically different approach. He asks, “What decisions need to be made today in order to position the CEO/owner for success at exit?” Too many CEOs/owners struggle at exit or leave value on the table because seemingly innocuous decisions made years ago come back to undermine their results. The good news is that taking action now not only better prepares the leader for exit, it also helps create a better and stronger business today.

Combining more than 25 years of direct experience, findings from national research involving nearly 450 Vistage members, and entertaining real-world case studies and stories, at its core this workshop is about helping business owners and CEOs get personally ready for exit. Key individual issues explored include:

• •  What is my exit strategy, and how do I know if it is sound?
• •  What legacy do I wish to create for myself and my organization?
• •  What will I do with my time and talent in life after exit?
• •  How much do I need to reach personal financial freedom, and how do I know and track my progress to achieve it?

About Patrick Ungashick

In the field of exit planning, Patrick is uniquely qualified to help business owners plan for and create successful exits. He is CEO and co-owner of two companies. More importantly, for more the past thirty years Patrick has provided exit advice and solutions to business owners in a wide variety of industries, from as small as several million in revenue to more than a billion. Patrick is the author of two books helping business owners prepare for exit: Dance in the End Zone: The Business Owner’s Exit Planning Playbook, and A Tale of Two Owners: Achieving Exit Success Between Business Co-Owners. He has been quoted in the Wall Street Journal, New York Times, Financial Week and other print and radio media. He speaks to several dozen business groups per year how to achieve successful exits.

Outside of work, even though he cannot juggle nor play a musical instrument, Patrick is a proud member of the Atlanta Distinguished Clown Corps, a group that since inception has raised more than $1 million for Children’s Healthcare of Atlanta, one of the largest pediatric hospitals in the U.S.

Patrick graduated from Georgetown University in Washington, D.C. He is a fan of St. Louis Cardinals baseball and the University of Georgia football teams. Patrick has three boys, and lives with his wife Maggie on Marco Island, Florida.