Years are spent building a successful business. That success has been driven by long days and late nights working, but none of it has come easy. Is now the right time to think about selling? What can be done today to prepare for the right time? Is this the dawn of an era of opportunity for middle-market businesses? These are the questions that face every business owner and that will be addressed by leading middle-market M&A professionals. With insights from people who spend their professional lives advising business owners about how to prepare for and execute smoothly a sale of their most precious asset, this is an event not to miss.
7:30 - 8:00 a.m. (EDT)
Registration, Breakfast and Meet & Greet
8:00 - 10:30 a.m. (EDT)
Opening Remarks
Charles J. Morton, Jr., Partner, Venable LLP
Module 1: Market Overview
Featuring a panel of investment bankers, including:
- John C. Hagan, Managing Director, BB&T Capital Markets
- Kevin P. DeSanto, Managing Director, Kipps DeSanto
- Thomas K. Peltier, Managing Director, Stifel, Nicolaus & Company
Moderator
Joseph C. Schmelter, Partner, Venable LLP
Module 2: Pre-Sale Planning
Featuring a panel of estate planning and wealth advisors including:
- Scott Barnard, Partner, Baker Tilly Virchow Krause, LLP
- George Albright, Jr., Managing Director, JPMorgan Private Bank
- Jeanne L. Newlon, Partner, Venable LLP
Moderator
Brian J. O'Connor, Partner, Venable LLP
Module 3: Incentivizing Employees Before the Sale Cycle
Featuring a panel of business owners who have recently gone through the sale process, including:
- Greg J. Baroni, Chairman & CEO, Attain LLC
- Wayne Wilkinson, President, White Oak Technologies, Inc.
- Christopher Torti, President & CEO, Jorge Scientific Corporation
Moderator
Arthur E. Cirulnick, Partner, Venable LLP
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