Exit Planning:
The Impact of the Current
Environment on Selling a Business
Join us today for a dynamic and insightful event, arming you with the knowledge and
tools to conquer the intricacies of selling a business in today's landscape. Whether
you're on the verge of an exit or just planning ahead, this is your opportunity to gain
valuable knowledge for your next steps.
Transit Valley Country Club
8920 Transit Road
East Amherst, NY 14051
Wednesday, October 4, 2023
Check-in & Breakfast: 8:30 AM
Presentation: 9:00-10:30 AM
Financial and Structure Implications
Mark Ferm
Mark, from Tronconi, will discuss how the current uncertain environment is impacting transaction structure, financing and other aspects of getting your business ready for sale.
Banking Environment
Cristine O’Keefe
Cris, an experienced commercial finance consultant, will shed light on the current banking environment and what lenders are looking for right now. Learn about what you need to do to prepare your buyer for acquisition financing as well as other structures that may help a deal to come together well.
Legal Considerations
Andrea Vossler
Andrea Vossler, from Lippes Mathias, will address the legal aspects of exit planning, including contracts, negotiations, and compliance requirements.
Preparing for Exit
Doron Abrahami
Doron, a seasoned entrepreneur, will guide you through the steps essential to increasing your business value and maximizing your proceeds when you exit. Discover the strategies and tactics that will help you achieve your goals.
Market Conditions
Daryl Tulimieri
Daryl, a seasoned operating executive and advisor, will shed light on how economic cycles impact M&A activity, business valuations, and how the mix of different types of buyers shifts. Gain valuable insights into how economic factors can influence your exit strategy.
Moderator
Jim Segarra
Get the event started with Jim Segarra, our experienced moderator, who will set the stage for the discussions ahead.
Sign up here to save your seat!
Only a few slots left! RSVP by September 26!
Get to know our speakers!
Mark Ferm is a Partner at Tronconi Segarra & Associates LLP, bringing his expertise as a Certified Public Accountant with a wide-ranging background in Mergers & Acquisitions, Corporate Governance, and Financial Reporting. His specialties encompass M&A, Corporate Governance, Sarbanes-Oxley compliance, and Financial Reporting. Mark excels in transaction advisory services, multinational corporate audits, forensic accounting, fraud services, and providing Sarbanes-Oxley compliance, corporate governance, and internal audit support.
Cristine, a former music educator turned financial manager and consultant, leverages her diverse industry experience to help businesses succeed by crafting lending solutions, including ESOP funding. She serves as a Board Member of the Upstate New York TMA, conducts due diligence, explores financing options, and provides invaluable support, utilizing her expertise, creativity, and network to secure optimal financing outcomes.
Andrea is a Partner at Lippes Mathias, LLP, where she leads the Startup and Venture Capital, and Family Business Practice Teams. Her extensive experience spans advising founders, startups, investors, and family businesses on corporate matters, financings, and M&A. Additionally, she manages a venture fund, co-founded a venture investing platform, and actively supports organizations focused on entrepreneurship, capital accessibility, and women's leadership.
Doron, from an entrepreneurial family, worked in both retail and wholesale food manufacturing from a young age. He later held leadership roles in startups and large enterprises in international high-tech companies for 15 years. After navigating through market challenges, he founded Next Brands Group, Inc. in 1990 and transitioned to River Run Consulting Group in 2013, which rebranded as Impact Business Builders in 2022, specializing in business strategy and management systems.
Daryl Tulimieri, an experienced M&A advisor, excels in crafting successful deals, drawing on his diverse background in consulting, entrepreneurship, and leadership. With a strong track record in growth strategy and due diligence, particularly for multiline industrial clients, he has a knack for transformative deals. Over the past decade, Daryl has focused on optimizing fit between individuals, applying this principle to maximize value in private company sales.
