Mechanics of the Deal: Maximizing Money in the Bank

Cheryl Centeno of XPX Global is a member of XPX
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Program produced by XPX Atlanta.

Mechanics of a deal directly influence whether a seller’s financial goals can be achieved. Learn from experienced advisors how to optimize each step of the business sale process to ensure a successful transaction and maximize total proceeds from the deal.

Moderator:


Barry Selvidge
Partner
Newport LLC

With over 30 years of experience as a founder, operator and chief legal officer for public and private companies, Barry provides wise and trusted counsel to his business owner clients. A veteran business and legal advisor who has walked in his clients’ shoes, Barry’s unique combination of entrepreneurial, corporate and M&A experience helps early stage and middle market companies accelerate growth, prepare for and execute successful exits at maximum valuations.


Panelists:

Jeffrey Leonard
Partner
Cohen, Pollock, Merlin & Turner

Jeff serves as outside general counsel to Georgia-based privately-held companies and family businesses who seek a trusted strategic advisor who is able to react to and anticipate a client’s legal needs. Jeff’s practice focuses on corporate and transactional matters involving business owners and the operational aspects of their companies and provides guidance for privately-held companies in a variety of industries.



Iliana Malinov
CPA – Director of Tax Services
HLB Gross Collins

In addition to her extensive expertise in tax planning and compliance, Iliana leads HLB Gross Collins’ team of tax specialists and focuses on tax regulations, ever-changing tax laws and compliance matters. Iliana frequently assists clients in the sale and acquisition of closely held businesses, adding value in the preparation and negotiation stages to help owners retain the most proceeds possible from the transactions.

Ryan Pendleton
AVP
Atlantic Capital Bank

Ryan assists small businesses in obtaining U.S. Small Business Administration (SBA) loans through Atlantic Capital Bank, which holds Preferred Lender Status with the SBA. Ryan is often involved in company sales or purchases, since they are often impacted by a buyer’s ability to successfully obtain financing or to resolve the seller’s existing debt.

Updated: June 20th, 2022

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