Often as XPX members, our focus is on the business owner, and yet, a successful exit almost always involves a successful transition for the entire company's team. Learn how you can help support the owner in preparing their team to handle the change and step up into potentially new roles and responsibilities as a result of a sale or merger. Help add value beyond the transactional expertise that could have a lasting impact on both the owner and those staying behind. Lisa A.K. Kirchenbauer, CFP®, RLP®, CFT™ will be moderating a panel along with past XPX member, Randy Taussig of BlueCore Leadership to discuss the challenges with transition and how to engage the entire team in supporting the next phase.
Lisa has been a CERTIFIED FINANCIAL PLANNER™ professional since 1991 and been part of the financial services profession for 30 years. Lisa began as a registered sales assistant with E.F. Hutton, has served as trader on a trading desk, as well as holding various corporate positions over the years. Lisa founded her firm in 1999, and Omega Wealth Management, LLC became an independent firm in 2004. Click here to read full bio.
Randy Taussig, BlueCore Leadership
Randy is an entrepreneur and has served on executive teams, managing sales and operations for privately held organizations ranging from $5M - $150M. His passion is helping business leaders reach their BIG business goals.
Randy's entrepreneurial roots go back to 1860 when his great-great grandfather started two bakeries in Washington, D.C. which eventually grew into a $150 million molasses and sugar refining business (Sucrest Corporation) that produced some well-known products like Grandmas Molasses®, a staple for many bakers and a brand still available on the market today. Click here to read full bio.