XPX Dallas: Due Diligence Pitfalls and Best Practices in Business Transitions (Members Only)

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Moderator:

Kevin Woltjen
Bradley M&A Attorney & Partner and XPX Dallas Founder

Kevin Woltjen, an XPX Dallas Founder and experienced Bradley Law firm M&A Attorney & Partner, advises clients in corporate and securities law matters involving mergers and acquisitions, divestitures and restructurings, corporate governance, and negotiation and documentation of venture capital transactions.

His practice includes mergers, acquisitions, divestitures, and restructurings; corporate governance; negotiation and documentation of venture capital transactions; public and private securities offerings and regulation; and financing and other contractual transactions. Kevin also advises clients in structuring and implementing their business plans.

Panelists:

Chris Gauvin
Finance and Executive Advisor
C-Suite Support (XPX Dallas Sponsor)

Chris is a CFO and executive advisor with C-Suite Support, and his company is also a 2022/2023 sponsor with XPX Dallas. He has a broad range of expertise in accounting, finance, information systems, and strategy. Chris has led buy-side acquisition due diligence for a $225mm entity from inception to post-acquisition integration, and he’s managed more than 250 business valuation and due diligence transactions with values ranging from $250k to $30mm. His passion lies in tailoring financial solutions to help small and medium size companies plan and manage for growth. Chris excels at clarifying strategic vision and distilling big picture goals to create scalable processes. Chris is a transformational leader who thinks strategically about the finance function and growth with an entrepreneurial mindset. He strives to cultivate strong relationships built on reliability, common understanding and accountability.

Neil Medwed
VP of Corporate Development & Acquisitions
Meriplex

Neil Medwed has over 39 years in the technology and managed service provider industry and is Meriplex's VP of Corporate Development and M&A, responsible for leading the firm’s national expansion. He’s acquired more than 10 quality Managed Services Providers throughout the U.S. in the past two years, understanding sell-side and buy-side due diligence and deal flow.

Neil was the President and CEO of Preferred Technology Solutions, a Texas-based MSP for 26 years, that was acquired by Meriplex in 2020. He was also named one of the 20 Most Influential MSP's of 2022 by Channel Futures.

Dan Vermeire
M&A Intermediary & XPX Dallas Member| CFA Dallas

Dan Vermeire, M&A Intermediary with CFA Dallas an XPX Dallas member, was recently honored to be named "Investment Banker of the Year" by D CEO Magazine. He brings a track record of success in executive roles and 20+ years of leadership in business and corporate development. His transaction leadership spans a range of sectors, including Technology, food processing, manufacturing, and business services. As a CEPA, Dan advises business owners on strategic planning and transition programs, bringing a wealth of leadership, strategic and corporate development, M&A, sales and marketing experience.

Registration Fees: 

This is a private XPX Dallas Member event only.

Free for XPX Dallas members and their invited guests. (Member referral is required- members must email angie@exitplanningexchange to sign up their guest) 

Registration includes  a full buffet breakfast plus coffee and juice.