2:30-7 p.m.
Join us for an interactive panel discussion with industry leaders and business owners.
Thursday, October 26
2:30-6 p.m. Conference | 6-7 p.m. Cocktail & Networking Reception
SESSION 1: Should I Sell or Should I Grow? Balancing personal and business goals.
Case Study With Business Owner: Donna Allie, Founder, President & CEO, Team Clean, Inc.
Wrestling with owners’ personal needs, tax mitigation planning, post-transaction financial needs, business valuation optimization, and the company's and employees' overall best interest.
Moderator:
- Steven E. Staugaitis, CPA, CVA – Director, Audit & Accounting, Small Business Services Group Leader, Family-Owned Businesses Group Co-Leader – Kreischer Miller
Panelists:
- David Clark, Head Financial Sponsors Practice, Raymond James
- William G. Stewart III, Director, Client Advisor, Banyan Partners
- Josh Wilson, Managing Principal, Graham Partners
- David J. Winkowski, Partner & Co-Chair, Closely Held & Family Owned Businesses Practice, Stradley Ronon
. . . . . .
SESSION 2: Trot Out the Bankers: What, Why and When? What do they do? Why do I need them? When should they be engaged?
Case Study With Business Owner:
Exploring the role of investment bankers in the process, rightsizing your banker, determining the optimal time to engage them, anticipated cost & net added value and understanding what buyers are looking for, ESOP as a stalking horse.
Moderator:
- Brendan Tierney, Managing Director – Head Water & Industrial Services, Raymond James
Panelists:
- Gary Downing, Chief Operating Diversified Industrials Practice, Raymond James
- Deborah Hong. Partner & Co-Chair, Corporate & Securities Practice, Stradley Ronon
- Brian J. Sharkey, CPA, CVA, CEPA, Director-in-Charge, Transaction Advisory & Business Valuation, Kreischer Miller
- Tom Zucker, CEO and Founder, Edgepoint
. . . . . .
SESSION 3: Game Plan for a Successful Transition Process Champions have powerful offenses… build the best team!
Case Study With Business Owner: Richard "Dick" Deutsch, Former VP: Business & Real Estate Development, Peak Resorts Inc.
The importance of aligning potential deal structures with seller objectives, managing the clock and order of events, understanding critical deal components, pressure and pivot points, analyzing risk during the process, between LOI and closing and after the transaction.
Moderator:
Panelists:
- Ken Grider, Managing Director, Raymond James Investment Banking
- Jennifer L. Kreischer, CPA, Director, Audit & Accounting, Kreischer Miller
- Steven A. Scolari, Partner & Co-Chair, Closely Held & Family Owned Businesses Practice, Stradley Ronon