28
Jul
XPX South Florida: Lunch & Learn Case Study 4: Family and Employee Dynamics (Hybrid)
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Event Information

Date & Time

Thu, Jul 28th, 2022
12:00pm - 1:30pm (EDT)

Location

Merrill Lynch Boca Raton Office (and Zoom) 1 Town Center Rd (9th Floor check-in) Boca Raton, FL 33486

Status

XPX Registration Closed

Price

Non-Members (In-Person) $40.00
Non-Members (Virtual) $40.00
South Florida Members (In-Person) $30.00
South Florida Members (Virtual) $30.00
XPX Members from other Chapters (In-Person) $35.00
XPX Members from other Chapters (Virtual) $35.00

Registrants





Please join XPX South Florida for the fourth installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this fourth session, we will explore the dynamics which face the owner and his family in planning for life after the closing and the owner and his company’s employees working with new management after the closing.

  • Click here to download the case study.


Moderator:

Doron Abrahami
President
River Run Consulting Group

Panelists:


Steve Moiles

Global Banking & Markets Director
Bank of America Securities Global and Corporate Investment Bank

Steve Moiles oversees the Private Sales Group west of the Mississippi. He has been with Bank of America Merrill Lynch for over 18-years helping entrepreneurs grow their businesses and create generational wealth.

Over his 29-year career, Steve has focused on a wide variety of early-stage and middle market corporate finance transactions including early-stage technology financing, middle market recapitalizations, and mergers/acquisitions for companies with enterprise values between $10MM and $200MM.



Brett Schneider

Partner
Weiss Serota Helfman Cole & Bierman law firm

Brett Schneider is the Managing Director of the Boca Raton office of Weiss Serota and Chair of the law firm’s Labor and Employment Division. As a Florida Bar Board Certified attorney in Labor and Employment Law, Brett helps public and private sector employers resolve issues in a prompt and efficient manner.

Brett is a frequent speaker on labor and employment law and human resource matters, including the impact of the legalization of medical marijuana on Florida employers, the #metoo movement, and workplace violence.

AGENDA:

12:00 PM – 1:30 PM EDT (Event + optional networking afterwards)

Registration Fees for In-person & Virtual Option:

South Florida Members – $30.00
XPX Members from other Chapters – $35.00
Non-Members – $40.00

Live event participants will be provided lunch (sandwich/salad)

Virtual Registrants: Connection details sent upon registration.

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.