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  • Exit Planning Exchange
Exit Planning Exchange
Nov
17

XPX South Florida: Case Study 6: Legal Issues to be Resolved (Hybrid)

Details

Date & Time

Thu, Nov 17th, 2022 ⋅ 11:30am - 1:30pm (EDT)

Location

Weiss Serota Law Office - 2255 Glades Road, Suite 200-E Boca Raton, FL 33431

Tickets

Non-Members
$40.00
Non-Members Same Day/Walk-in Registration
$50.00
South Florida Members
$30.00
South Florida Members Same Day/Walk-in Registration
$40.00
XPX Members from other Chapters
$35.00
XPX Members from other Chapters Same Day/Walk-in Registration
$45.00
Guests

Registrants

14 people attended
Marc Solomon of Weiss Serota Helfman Cole + Bierman PL is a contact of XPX
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Mitchell Goldberg of Berger Singerman is a contact of XPX
Erik Perlman of Merrill Lynch is a member of XPX South Florida
+9


Please join XPX South Florida for the final installment of our six-part “Lunch and Learn” series where we will explore the exit planning strategies to be employed by a middle market company from the attorney’s perspective. We will feature three seasoned attorneys from South Florida who will describe the various obstacles they have overcome during the merger and acquisition process.

Click here to download the case study.


Our Speakers:


Rana Gorzeck, 
Esquire, Partner
Weiss Serota Helfman Cole & Bierman

Rana regularly serves as company counsel for middle market businesses requiring assistance with their daily legal needs, notably their mergers, sales and acquisitions. Her law practice focuses upon commercial real properties, lending transactions for Banks and Borrowers, exit planning, and business law. Rana represents individual clients in their complex transactions, including secured lending, commercial and high-end residential real estate investment, title examination, leasing, contracts, and their acquisition and sale of businesses.


Marc Solomon, 
Esquire, Partner
Weiss Serota Helfman Cole & Bierman

Marc Solomon leverages his strong business background to represent local companies and entrepreneurs as general counsel and business advisor. He handles the structuring, negotiation and consummation of transactions in corporate finance, contracts, mergers and acquisitions, and exit and succession planning. A significant portion of Marc's legal practice involves representing clients in the acquisition and sale of multi-million dollar businesses.


Mitchell W. Goldberg, Esquire, Partner

Berger Singerman

Mitch advises on the structuring and negotiation of numerous joint ventures, M&A, and other contractual arrangements. In addition, he helps businesses and individual clients navigate issues ranging from in-bound and out-bound international tax planning, to negotiating offers in compromise and installment agreements with the IRS, to advising on ways to minimize exposure to federal estate and gift taxes. Mitch is a Board-Certified Specialist in Tax Law by The Florida Bar. He has been named to Chambers & Partners USA: America’s Leading Business Lawyers, Tax for 2020 - 2022, as well as Florida Super Lawyers, Rising Star from 2017-2022.

AGENDA:

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

Registration Fees for In-person & Virtual Option:

South Florida Members – $30.00
South Florida Members  Same Day/Walk-in Registration– $40.00

XPX Members from other Chapters – $35.00
XPX Members from other Chapters Same Day/Walk-in Registration – $45.00

Non-Members – $40.00
Non-Members  Same Day/Walk-in Registration – $50.00

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, no substitutes.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Marc Solomon of Weiss Serota Helfman Cole + Bierman PL is a contact of XPX
Marc Solomon
Weiss Serota Helfman Cole + Bierman PL
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana Gorzeck
Weiss Serota Helfman Cole + Bierman
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Klingenstein Fields Advisors
Mitchell Goldberg of Berger Singerman is a contact of XPX
Mitchell Goldberg
Berger Singerman
Erik Perlman of Merrill Lynch is a member of XPX South Florida
Erik Perlman
Merrill Lynch
Doron Abrahami of Impact Business Builders is a member of XPX South Florida
Doron Abrahami
Impact Business Builders
ML
Michael Laur
Taxster
John Archer of RSM US LLP is a member of XPX South Florida
John Archer
RSM US LLP
Vince DeLuca of HSBC Bank is a member of XPX South Florida
Vince Deluca
Bank of America
SW
Susan Weinblatt
Evershore Financial Group
BC
Brian Califano
AcceleratingCFO LLC
MW
Mee Wong
Commercial Finance Partners
JK
Jonathan Kudary
Daszkal Bolton
Michael DeSiato of Cherry Bekaert LLP is a member of XPX South Florida
Michael Desiato
Cherry Bekaert LLP