Program produced by XPX Atlanta.

How to XPX Case Study:

Time to Position for sale and go to market

Our client Sam’s next hurdle in preparing for exit. Sam McGraw is making final preparations to sell his business and go to market. Join the collaboration as Sam’s key advisors detail the process and key decision points – both as a business owner and a family – that will best position ACME Fitness Distributors for a successful sale.

Why Join Us?

• New and interesting ideas to implement and share
• Keep up to date on building value, exit and succession
• Our unique, curated roundtable format
• Gain an appreciation of the power of the XPX Advisor Principles!
  
  

MC:
Barry Selvidge
Partner
Newport LLC

With over 30 years of experience as a founder, operator and chief legal officer for public and private companies, Barry provides wise and trusted counsel to his business owner clients. A veteran business and legal advisor who has walked in his clients’ shoes, Barry’s unique combination of entrepreneurial, corporate and M&A experience helps early stage and middle market companies accelerate growth and prepare for exit.

Speakers

Eric Togneri
Managing Partner
Neri Capital Partners

Eric Togneri is co-founder of Neri Capital Partners and is its Managing Director. Previously, Mr. Togneri held various positions of increased responsibility during his twenty-five years in the consumer products goods industry. His professional tenure includes director / department-head level positions in sales, category management, and trade marketing. Mr. Togneri has been associated with several high-profile brand acquisition and divestitures in the health and beauty market sector.

Diana Murphy
Owner
Diana Murphy Coaching

Diana is a life/mindset coach for the Business Owner. She works with owners as a personal coach, helping them to make powerful decisions & create outcomes that are in line with their values and goals. Diana works with clients that are experiencing transitions: big growth in their business or the selling of their business.

Program produced by XPX Philadelphia.

M&A in the Age of Covid-19

Covid-19 has changed the M&A landscape in many respects, from the LOI stage to closing and beyond. Now that we are a year into the Covid-19 world, it is a good time to look back at the changes engendered by Covid-19 and to also look forward in terms of whether we expect these changes to have been temporary or whether they will have more of a long term impact. This program will focus on the key aspects of an M&A transaction, including pricing, due diligence, representations and warranties, interim covenants, closing conditions and indemnification (including representation and warranty insurance considerations), and examine the changes we have seen and what we anticipate the future will look like.

Our Speakers:

Steven Levin, Partner - Davies Ward Phillips & Vineberg LLP

Steve counsels clients on mergers and acquisitions, commercial real estate and corporate matters. He offers clients business ¬minded advice on their international mergers and acquisitions transactions, investments in the U.S. and joint ventures. Steve develops close personal relationships with his clients – a result of his caring, thoughtful manner. Over his 35¬ year career, Steve’s excellent legal skills and ability to craft innovative solutions have earned the trust of leading real estate developers, pension funds and manufacturers.

Steve is the pro¬bono general counsel and a board member of CLAL, the National Jewish Center for Learning and Leadership.

Nir Servatka, Partner - Davies Ward Phillips & Vineberg LLP

Nir acts for clients in matters related to corporate issues, capital markets, and mergers and acquisitions. He began his law career as an associate at a highly regarded Israeli firm, where he advised clients on private equity investments and general corporate matters.

Paul Watkins, Partner - Davies Ward Phillips & Vineberg LLP

Creative and practical, Paul achieves success for clients by providing business minded solutions. Paul advises on mergers, acquisitions, commercial real estate deals, joint venture agreements and corporate matters. His responsiveness and his thoughtful approach have earned the trust of pension funds, private equity firms and other companies in the U.S., Canada and internationally.

Program produced by XPX Triangle.

Case Study:
Financial & Retirement Planning for Business Owner Business Transactions

We will discuss comprehensive financial and retirement planning considerations for a business owner and their related family members.

Our Panel:

Mary Norton
Financial Advisor
Vesta- Wealth Management
Certified Financial Planner™
Business Planning, Financial Services and Retirement Planning for Small Business Owners

Jonathan Henry
Wealth Advisor
TRUST Company of the South
CPA, Certified Financial Planner™
Charitable Giving, Estate Planning and Investments

Robert Mouro
Wealth Management, Financial Advisor
Janney Montgomery Scott, LLC
Certified Financial Planner™, Comprehensive Wealth Planning for Individuals. Families and Small Business Owners

Program produced by XPX Atlanta.

How to XPX Case Study:

Human Capital Considerations to Maximize Value for Sale

our CLient Sam's Next Hurdle in Preparing for the Exit

Relationships between business processes and services and a company's employees are crucial to achieving a more lucrative business sale. Learn how a keen focus on human capital will benefit Sam McGraw as he makes final preparations to place ACME Fitness Distributors on the market for a successful exit.

Why Join Us?

• New and interesting ideas to implement and share
• Keep up to date on building value, exit and succession
• Our unique, curated roundtable format
• Gain an appreciation of the power of the XPX Advisor Principles!

Program produced by XPX South Florida.

Exit Planning: Buckle Up for the

Roller Coaster Ride

As you may well know, people experiencing the exit planning process undergo recognized and often stressful stages. People for the most part resist change. Many underlying hurdles can get in the way of a successful transition. An experienced panel of professionals well versed in the exit planning process will focus on the internal emotions and strategies and the ways to survive the “roller coaster” experiences inherent in the exit planning process. This aspect of exit planning plays a huge role in all the phases of exit transitions and isn't discussed as much as it should be. Come ready to learn for your own exit or attend to learn more on behalf of your clients.

Moderator:

Rana M. Gorzeck
Attorney & Partner
Ward Damon

Ms. Gorzeck is a partner at Ward Damon who assists owners of real properties and businesses, and lenders throughout Florida, with their transactional and insurance defense needs. Her work includes secured lending, commercial real estate and high end residential real estate, construction litigation, title examination, leasing, contracts, partnership agreements, industrial development bonds, and the acquisition and sale of businesses. Having also represented financial institutions in diverse loan transactions since 1987, Gorzeck represents her clients in diverse lending transactions. Ms. Gorzeck is also corporate counsel for businesses who need day to day legal assistance.

Panelists:

Susan Commander Samakow
Professional Certified Coach, Speaker, Author,
Facilitator and Trainer

Susan Commander Samakow is an ICF award-winning coach, and author of the book Talk Yourself Into Success. She guides her clients as they move through the stages of business transition whether it is in the context of a sale, dissolution, new leadership, etc. Susan supports clients to reach new levels of performance and satisfaction in their careers, and manage life’s transitions with ease. Her clients successfully navigate many of business, life, and career transitions, attain a productive mindset and less stress.

Tony Hill
Vice President, Business Development
Trivest

Tony Hill joined Trivest in 2019. He is responsible for strategic initiatives to grow and streamline the firm’s business development efforts. Prior to joining Trivest, Tony cofounded two technology companies, including Dealnexus (acquired by Intralinks), the first global, deal sourcing platform for mid-market M&A professionals. Before launching Dealnexus, he was a Vice President of investment banking at Cross Keys Capital. He also previously worked at Siemens AG in Germany. Tony received his B.S. in Finance, as well as his M.B.A., from the University of Florida.

Susan Weinblatt
Financial Advisor
Evershore Financial Group

Susan  has been in the financial services industry with her CFP designation since 1992. Susan has an MBA in Finance from Nova Southeastern University. Susan has also earned the CDFA designation, adding to her expertise in working with clients going through the divorce process. She takes pride in her line of work, helping individuals, families, and businesses grow wealth and achieve their financial goals. Susan loves to spend time in her garden reading a good book, watching football, big game fishing, and visiting her grown children. She lives in Boca Raton with her husband of 35 years and her extremely fluffy cat Lara.

Mazal Yehezkely
First Vice President
IDB Bank

Mazal Yehezkely is a First Vice President and a Certified Exit Planning Advisor at IDB Bank of New York. After gaining her formal education from the Hebrew University in 1992, Mazal has been a trusted advisor to her high net worth clients for close to 30 years.

Mazal believes “you should do what you can but do it the best way you can”. Mazal leads the Israeli Business Group, is a board member of the American Friends of the Hebrew University, co-founded the Ladies Forum and is a WIZO Ambassador, a benefactor to abused Israeli women and children.

Program produced by XPX Chicago.

Maximizing Business Value: The Growing Importance of Intangible Assets

Today, intangible assets, including intellectual property (IP), account for more than 90% of business enterprise value. For business owners, managers and boards of directors, identifying, protecting, and valuing these assets is essential to unlocking their value.

Join us for a discussion on the growing importance of intangible assets. You’ll learn how these assets, if properly managed, can drive business performance and profitability, and how to mitigate the myriad risks associated with intangible assets.

Meet Our Speaker:

Athan Demakos
President
Saltare LLC

Athan Demakos specializes in helping Boards and management teams to unlock and realize the full potential and value of their intangible assets. He has several decades of experience helping a wide range of U.S.-based and global organizations effectively manage growth and change to create sustainable competitive advantage and increase enterprise value. His areas of expertise include intangible asset strategy, risk management, corporate communications, reputation management and investor relations.

Program produced by XPX New England.

Structuring & Strategies for increasing shareholder value

In this XPX session, our panel of experts will walk through a set of case studies showcasing a series of tools to increase shareholder value.

The case studies will provide insight from CEO, Investor and Advisor perspectives highlighting the growth of a formerly family owned business as well as a founder led PE backed business. Specific examples of Strategic Alignment, Sales Planning and Winner’s profiles will be discussed.

This session will provide attendees with specific strategies and tools as well as the opportunity to engage with individuals who have successfully navigated the challenges of successful scaling with a focus on Strategic, Organizational and Team Alignment.

Our Panel:

Mark Redding
President
Equity Visions

Mr. Redding has over 40 years of experience in the manufacturing industry and served as the Chief Executive Officer of Banner Industries (Banner Service, Banner Medical Innovations and Banner Real Estate) from 2003-2020. He initiated the effort to acquire Banner from the Jack Sneeden family and assembled private equity sponsorship to finance the acquisition. Under Mr. Redding’s leadership, Banner has increased revenue from $17M in 2003 to over $100M in 2019. Over this period, Mr. Redding has been instrumental in assembling the management team, installing management systems (ERP conversion) and locating and integrating Banner’s 2 add-on acquisitions.

Dick McClain
Partner
High Street Capital

Mr. McClain has over 30 years of operating experience in manufacturing and service businesses in the US and internationally. He has led operations in a wide array of industries including industrial products, energy products and services, environmental services, automotive products and building products and in situations involving turnarounds, rapid growth and start-ups.

McClain is a 1982 graduate of the University of Texas with an MBA degree and a 1976 graduate of the University of Michigan with a Bachelor of Science in Engineering. 

Gabrielle Jenkins
Partner
Waypoint Growth Advisors

Gabrielle Jenkins, Managing Partner, is a business professional with 30 years of diverse experience in Fortune 500 and entrepreneurial environments in public and privately-held organizations spanning the retail, supply chain, and financial services industries. As a partner at Waypoint Growth Advisors, she helps companies maximize their return on their biggest investment, their people, utilizing such tools as consulting, behavior and value assessments, job analysis training and development.

She is a graduate of Lehigh University and a Certified Professional Behavior, Values and Attributes Analyst. She has lead lectures in a variety of public forums including the Association for Corporate Growth, Technology Capital Network at MIT, and the BIO International Convention.

Program produced by XPX Fairfield County and XPX Hartford.

Rainmaking and Growing business using zoom

Have you been using online technology to the fullest extent to develop your business? Are you doing enough networking to generate results? Are you structuring the appropriate follow-up conversations? Online networking has accelerated throughout Covid and the ease of contact and content development means it’s here to stay. Learn how to leverage this ‘new normal’ by presenting yourself and your business in the best light.

Our Speaker:

Scott C. Nevins
Principal
Bernstein Private Wealth Management

Scott C. Nevins is a Senior Investment Advisor with Bernstein Private Wealth Management. Based in the firm’s New York office, he provides asset allocation and wealth planning advice to individuals, families, endowments and foundations, and entrepreneurs. With a focus on ensuring his clients feel secure in accomplishing their financial objectives, Scott is involved with all financial aspects of his clients –including retirement planning, multi-generational wealth transfer planning, and the sale of a business. Drawn to the firm’s culture of honesty, ethics, and always putting the client first, Scott joined Bernstein in 2006.

Program produced by XPX Charlotte.

Charlotte case study Intro & Discussion

on pending capital gains policy changes

Please join this virtual educational event. Building on the May event:

• We will introduce a business / owner case study scenario.
• • This case study scenario will provide the context for the subsequent series of educational events, throughout the 2nd half of 2021 and 1st half of 2022.
  • Each subsequent educational event will provide a deeper dive into a particular stage and track of the exit planning lifecycle.

• We will discuss the growing anxiety amongst business owners regarding potential increases to capital gains rates (e.g., "99.5% Act" and the "STEP Act") and the impact on their thinking regarding exit timing.
  
  
• Provide an opportunity to meet and interact with fellow chapter members in small breakout groups.

CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT.

Speakers:

Adriana McLane, Growth Strategist - The A.M. Insight, LLC

Adriana is a Launch Committee and Marketing Committee member of XPX Charlotte.

Adriana is a growth strategy expert for businesses and entrepreneurs looking to grow sales. She helps organizations do more of strategic work that matters most. Leveraging her strategic planning process (FulfillingStrategy.com) to help organizations significantly improve execution of strategic initiatives, increase capacity of the organization to do strategic work, and fuel employee engagement and performance.


Jim Benedict, CPA, CFP®, CEPA®
SVP – Senior Wealth Strategist, PNC Wealth Management

Jim is a Launch Committee Member & Membership Vice-Chair.

Program produced by XPX Philadelphia.

Intangibles and Corporate Value

This program continues our two-part discussion about shifts in business and economics and how they affect our clients. In this Part 2 of the discussion, we’ll have a panel discussion about the rise of intangibles:

• The two trends that have led to the dominance of intangibles in business
• How intangibles influence valuation of companies in the lower middle market
• How intangibles can be harnessed to drive the growth and performance of our clients’ businesses

There will be plenty of time for questions and discussion.

Meet Our Speakers:

Mary Adams
Consultant & Executive Director of XPX

Mary Adams is a consultant, speaker and currently serves as the Executive Director of XPX.

Her current work is focused in three communities that she helped create: The Exit Planning Exchange that brings long-term thinking to the private company market. The Integrated Reporting U.S. Community that brings long-term thinking to public companies. And Smarter-Companies, a specialty consulting community that provides methodologies and tools to support intangible capitalism.

Mary is the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Prior to starting her consulting firm in 1999, she spent 14 years as a high-risk lender in the U.S. and Latin America.

Shina Culberson
President
Quist Valuation

Shina Culberson, President of Quist Valuation, brings +20 years of financial and valuation experience to her leadership of the firm.

Shina’s passion is working with company owners to help them understand the value drivers of their business and to provide actionable insights in order to improve performance, valuation, and management decision making. Quist launched Quist Insights™, an online platform solution, in 2018 aimed at quantifying the intangible drivers of corporate value (i.e., customer value, employee value, organizational value, etc.) to maximize transferable value at exit.

Shina graduated with a major in Economics from Claremont McKenna College and holds the CFA designation.

Mike Hogan
CEO
Insights7

Mike Hogan, founder and CEO of Insights7, has spent the last 25 years helping organizations optimize their operations to consistently drive meaningful customer and business value.

Mike spent the first half of his career as a consultant leading the transformation of under-performing workgroups into peak-performing teams who deliver measurable company results.

In 2008 he launched Insights7 with the mission to dramatically accelerate clients’ time to operational excellence and effective innovation through the use of Insights7’s Integrated Performance System.

This system helps companies manage operations as a value chain that integrates performance, revenue, and cost. Now business leaders have the information they need to fast-track improvements that delight customers while maximizing long-term company value.

Mike graduated from Boston College with a major in communications.