XPX New England: Have you Prepared for a Smooth Transition?
Have you Prepared for a Smooth Transition?
The status of the M&A market has become unclear during these uncertain times. Business owners planning an exit event may not find the market they were anticipating even just a few months ago in today’s constantly changing landscape. Join XPX NE for a panel discussion with three business advisors who play a critical role in preparing for a smooth transition. John Colucci, an experienced transaction attorney with McLane will moderate the panel. The panelists will discuss some of their experiences working with owners and grappling with some of the questions listed below in a Covid environment:
- As a business coach – how do you help an owner get emotionally ready for a sale?
- As an accounting professional – how do you help an owner get operationally prepared for a sale?
- As a wealth manager – how do you help an owner get personally ready for a sale?
Moderator:
John D. Colucci, Director, Corporate Department and Managing Director of McLane Middleton Woburn Office
John has a dual background as both an attorney and CPA. This unique skill set gives him a differentiating perspective and depth of understanding of the legal issues necessary for protecting a growing business. as well as the financial drivers of operating and sustaining a successful company. John’s ability to communicate complex legal and business issues clearly, concisely and simply is a hallmark of his work, as is his easy manner, yet no-nonsense style in effectively managing business and legal matters for his clients.
John has extensive experience in all areas of commercial transactions and business operations. and practices in the areas of mergers & acquisitions, business law, tax law, and business succession planning.
Panelists:
Electra Govoni, CEO, TAB Boston Northwest
Electra is the CEO of TAB Boston Northwest in Burlington. MA. With over 30+ years’ experience in the FinTech industry, she is a skilled executive who specializes in leading transformative changes in companies, delivering operational excellence, streamlined technology and empowering a diverse and engaged workforce at SSgA, State Street Research & Management, Eagle Investment Systems and BNY Mellon.
Today. Electra helps forward-thinking business owners grow their businesses, increase profitability and improve their lives with business coaching, facilitating local business owner advisory groups and optimizing talent in organizations to achieve business results.
Martin Croyle, CPA, CGMA, President - Croyle Financial Consulting, LLC Croyle Financial Academy
Marty Croyle. CPA, is the President of Croyle Financial Consulting in Lynnfield, MA. He is also a Partner at Stowe & Degon, LLC, a regional CPA firm in Westborough, MA. Marty is a graduate of St. Lawrence University, Northeastem University (Masters in Accounting), and Bentley University (Masters in Taxation).
Previously Marty was a senior manager at Touche Ross (Boston); and a partner at Yoshida, Croyle & Sokolski (Burlington, MA) and Croyle & Associates (Lynnfield. MA). Marty’s goal is to help business owners make more money by better understanding and using their company’s financial reporting to increase profitability.
David A. Poulin, CIMA® CPWAe Senior Vice President — Financial Advisor Senior Portfolio Manager — Portfolio Focus - RBC Wealth Management Boston
David has 30 years of financial advisory experience. David is actively engaged in the middle market private business community in New England. His Boston based wealth and business advisory practice seeks to provide professionals. entrepreneurs and business owners a path to financial clarity, security and protection through our holistic wealth management process. We leverage our years of private business and wealth management experience, along with the resources and intellectual capital of RBC Wealth Management and our outside network of professional advisors. to guide our clients through a process that helps ensure success for their business growth, business transition and personal family, life, legacy, succession and wealth transfer goals.
AGENDA:
Video Networking: 11:30 AM - 12:00 PM (EST)
Program: 12:00 PM - 1:00 PM (EST)