Valuations & Financing Problems During The Pandemic
Moderator:
Carolyn Smith, Chartered Advisor in Philanthropy, Senior Partner – C3Financial
Panelist:
Kim Ford, CPA – theKFORDgroup
Jim Park, ASA – Munroe, Park, & Johnson, Inc.
Robert Potter, Executive Vice President, Lone Star Capital Bank
Tim Ramon, 3rd generation owner – JR Ramon & Sons
Program will include a presentation, interactive round table discussions and networking with other attendees.
Exit Planning & Implementation To 3rd Parties During The Pandemic
Moderator:
Kelly Foster, Attorney – Gardner Law Firm
Panelist:
Tim Geppart, CFO – Vaco with client Bill Roberts, CEO of T&D Moravits & Co.
Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Allen Devino, former owner of POS Solutions, LLC
Chapter Events
Media Sponsor
Event Sponsors
We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!
Your business needs legal help.
Silver Sponsor
I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.
Bronze Sponsors
You need to build value and leadership in your business for a successful exit. I help owners get more from their business by helping implement a simple business management system called the Entrepreneurial Operating System (EOS)
Successors are needed in an accounting firm, or as financial professionals for new ownership
8:00 a.m. - 5:00 p.m. Monday-Friday
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
You need a business valuation or forensic accounting to assist you in making critical financial decisions
You have a project or client requiring business legal services such as: Documents or Operating Agreements, Business Contracts, Business Litigation, Mergers & Acquisitions or Real Estate Transactions
Valuations & Financing Problems During The Pandemic
Moderator:
Carolyn Smith, Chartered Advisor in Philanthropy, Senior Partner – C3Financial
Panelist:
Kim Ford, CPA – theKFORDgroup
Jim Park, ASA – Munroe, Park, & Johnson, Inc.
Robert Potter, Executive Vice President, Lone Star Capital Bank
Tim Ramon, 3rd generation owner – JR Ramon & Sons
Program will include a presentation, interactive round table discussions and networking with other attendees.
Exit Planning & Implementation To 3rd Parties During The Pandemic
Moderator:
Kelly Foster, Attorney – Gardner Law Firm
Panelist:
Tim Geppart, CFO – Vaco with client Bill Roberts, CEO of T&D Moravits & Co.
Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Allen Devino, former owner of POS Solutions, LLC
Exit Planning & Implementation To Inside Parties During The Pandemic
Moderator:
Panelist:
Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Jeremy Calvert, CEO – Vighter, LLC
James Rosenblatt, Attorney – Rosenblatt Law Firm with client Andrew Jett, President – Meritec Services
Program will include a presentation, interactive round table discussions and networking with other attendees.
Exit Planning & Implementation To Inside Parties During The Pandemic
Keynote Speaker:
Leslie Komet Ausburn, President/CEO – Komet Marketing Communications
Panelist:
Program will include a presentation, interactive round table discussions and networking with other attendees.
Chapter Events
Media Sponsor
Event Sponsors
We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!
Your business needs legal help.
Silver Sponsor
I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.
Bronze Sponsors
You need to build value and leadership in your business for a successful exit. I help owners get more from their business by helping implement a simple business management system called the Entrepreneurial Operating System (EOS)
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
You have a project or client requiring business legal services such as: Documents or Operating Agreements, Business Contracts, Business Litigation, Mergers & Acquisitions or Real Estate Transactions
Successors are needed in an accounting firm, or as financial professionals for new ownership
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
8:00 a.m. - 5:00 p.m. Monday-Friday
You need a business valuation or forensic accounting to assist you in making critical financial decisions
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.