Family and Employee Dynamics in an Exit

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 3 months ago
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Program produced by XPX South Florida.

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 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.

Updated: August 12th, 2022

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