XPX Long Island: Bringing Key People Under the Tent: Key Concerns and Best Practices

Every business exit is an emotional roller coaster for both the owners and employees. Business owners have the ability to either alleviate fear or exacerbate it, so it is essential to set the right tone and carefully manage the message.

In this interactive session, we will explore best practices for:

• Bringing Key People “Under the Tent” [When and How]
• Addressing Rumor Mill concerns
• Compensation strategies to both retain and reward key employees

Moderator:


Diana Hopkins, CFA
Managing Director, Valuation & Business Analytics
BDO

Diana Hopkins is a Managing Director in BDO’s Advisory practice, leading the New York Business Valuation Team. She has over fifteen years of financial advisory experience. Ms. Hopkins has significant experience performing valuations for public and private clients, both domestic and international. She has provided valuations for a range of purposes, including mergers and acquisitions, financial reporting and tax planning, management planning, bankruptcy and dispute advisory. She has valued business enterprises, intangible assets, debt and equity securities. Her experience encompasses a broad range of industries, including financial services, technology and media, consumer products, manufacturing and healthcare.

Panelist:

Christine Malafi, Esq.
Senior Partner
Campolo, Middleton & McCormick, LLP

Christine Malafi chairs the Corporate Department at Campolo, Middleton & McCormick, LLP, which Forbes has recognized as a Top Corporate Law Firm in America. Malafi has led the CMM legal team in closing countless M&A deals worth billions of dollars. She has vast experience advising on both buy-side and sell-side M&A transactions in a variety of industries, including technology, manufacturing, education, healthcare, and professional service sectors. In addition to her legal work, Malafi serves on the Executive Board of Directors of Family Service League and the Board of Governors of Touro Law School.

Panelist:

Jeffrey L. Bass, M.A., M.P.A.
Managing Member
Executive Strategies Group LLC

Mr. Bass is the Managing Member of Executive Strategies Group LLC, a strategic business advisory Firm serving business owners and corporate executive management and boards of directors.

Mr. Bass provides business planning and related advisory services to clients that are either healthy companies seeking proper structuring for continued growth, strategic acquisition, pursuit of a succession strategy, or troubled companies seeking to preserve or return to profitability. He works with companies at any stage of development, helping them to define business objectives, critical success factors, marketing strategies, operations plans, and financial requirements to achieve those objectives.

Panelist:

Bob Doyle
Partner
Imperial Advisory

Bob joined Imperial Advisory in 2019 as a Portfolio CFO and became a partner in 2021. He began his career in public accounting and then went on to lead a customer-focused team at CSC ServiceWorks, a top provider of home and commercial laundry and air vending solutions. Over Bob’s 30 years at CSC, the company went from a $50 million family business to a publicly traded, and then private equity backed $1 billion international behemoth. After serving as CFO of CSC, Bob was promoted to CEO, where he more than doubled the company’s size in seven years.

Panelist:

Christopher Martens
Business Development Executive
MarshMcLennan

Chris Martens, as a Business Development Executive with Marsh Private Client Services (PCS), Vice President Chris Martens is a true trusted personal risk management advisor to clients with complex lifestyles and insurance needs. He is dedicated to building relationships, problem solving, and providing expert insurance consultation to corporate executives, business owners, and other successful individuals and families in order to protect their tangible assets from loss and their personal wealth from liability risk.

Chris holds a bachelor’s degree in Political Science from the University of Massachusetts - Amherst and has earned the Certified Insurance Counselor (CIC) and Certified Private Risk and Insurance Advisor (CPRIA) designations.

Registration Fees:

Non-Members Early Bird (through 5/3/2022) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 5/3/2022) – $55.00
Other XPX Chapter Members Regular Fee - $75.00
Other XPX Chapter Members Same Day/Walk-in Fee – $85.00

Long Island & Tri-State Members in good standing are free. Join our membership today!

BRING A FIRST TIME GUEST TO XPX!

Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

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.