Business Exit Planning and Strategy

ACCESS / DOWNLOAD FEE: $50 PANEL: Tim Bruinsma, Norton Rose Fulbright David James, UBS Chrisine Sapers, Loeb & Loeb Patric Zimmer, Development Advisors Peter Duff, Newport Board Group Erik Klinger, Dealounge MODERATOR: Alex Kasdan, DelMorgan & Co. MAJOR TOPICS: •Timing...

ACCESS / DOWNLOAD FEE: $50 PANELISTS: Matthew L. Jacobs, Jenner & Block LLP Israel Martinez, Newport Board Group Patrick Stroth, Rubicon Insurance MODERATOR: Alex Kasdan, DelMorgan & Co. MAJOR TOPICS: Cybersecurity Protocols Responding to data breaches, customers and...

ACCESS / DOWNLOAD FEE: $50 PANEL: Tim Bruinsma, Head of Corporate Department in LA, Norton Rose Fulbright Dennis Kovalsky, Partner, Newport Board Group Patric Zimmer, President, DevelopmentAdvisors Neil Morganbesser, President and CEO, DelMorgan & Co. MODERATOR: Alex Kasdan,...

PANEL: Craig Lilly, Partner, Baker & McKenzie Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management Greg Reber, Founder and CEO, AsTech Consulting Mike Evans, Managing Director, Newport Board Group Neil Morganbesser,...

PANEL: Allan Duboff, Partner, Loeb & Loeb Neil Finestone, CEO, Finestone Partners Jim Andersen, Partner, Hemming Morse Linda Deitch, Partner, Loeb & Loeb MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. DESCRIPTION: Our panel of experts will discuss...

Major Topics: Various liquidity options based on shareholders’ objectives; Planning and timing; Transaction timeline; Professional deal team; Necessary legal planning and documentation; Historical and prospective financial information; EBITDA adjustments; Estate and tax...

PANEL: Chuck Baker, Partner, DLA Piper Roy Salter, Senior Managing Director, FTI Consulting Michael Corrigan, CEO and Strategic Advisor to Middle Market Companies Lauren Petkin, Partner, Kolodny Law Group MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. MAJOR...

A corporate advisory board can provide input on strategic direction and growth of the business and allow the company to access high-quality experience and advice, increasing the likelihood of long-term success SPEAKERS: Bill Capps, Jeffer Mangles Alex Kasdan, DelMorgan & Co...

PANEL: Tim Bruinsma, Partner, Norton Rose Fulbright Claudine Cohen, Principal, CohnReznick Mark Higgins, President, Higgins, Marcus & Lovett, Inc. Michael Evans, Managing Director, Newport Board Group Christopher Brennan, Performance Specialist, Insperity Neil Morganbesser,...

On-Demand Access Fee: $50 PANEL: Rose B. Sorensen, Senior Counsel, Norton Rose Fulbright Patrick Stroth, President, Rubicon Insurance Services Patric S. Zimmer, President, Development Advisors Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan, DelMorgan...