The Association for Corporate Growth is presenting a panel of speakers addressing best practices for how an exit strategy may be executed when an investment or business venture has met its profit objective, whether it be through an angel investor in a startup company or an initial public offering (IPO). Learn the best strategies to prepare a conscious plan for a business's disposition. Panelists include:
Jesse Benshosan, Director, RSM - Jesse leads RSM’s transaction advisory services practice in Tampa, FL, providing financial due diligence services to private equity investors and corporate acquirers. Jesse has over 15 years of accounting and finance experience, including 9 years in financial due diligence services at RSM. Prior to joining RSM in 2015, Jesse oversaw the operations and finance functions at a Florida-based intellectual property law firm. Over his career, Jesse has led or assisted with over 125 financial due diligence projects in a variety of industries.
Greg Feldman, Managing Director, Marshall & Stevens - Greg Feldman is a Managing Director with Marshall & Stevens Incorporated and MS Capital. He is responsible for business development and client management. Mr. Feldman joined Marshall & Stevens in 2010. He works with public and private companies and their trusted advisors to provide valuations of businesses, equity and debt instruments, intangible assets, machinery & equipment, and commercial real estate including cost segregation studies. Analyses are provided for buy/sell consideration, financial reporting, financing and recapitalization, tax planning and reporting, insurance placement, and dispute resolution.
Kyle Madden, Partner, KLH Capital - Kyle is primarily responsible for identifying investment opportunities, including initial financial, operating, and competitive analysis of businesses. He is a member of the KLH Investment Committee and serves on the board of directors for BMI Merchandise.
Chris Swink, Senior Wealth Strategist, Northern Trust - Chris is a Senior Wealth Strategist for Northern Trust in Tampa. Serving business owners and their families during an exit or considering one has been a passion of his for decades. As a member of their trusted advisory team, his role is to understand their most pressing financial challenges, collaborate with them on what worked and what hasn't, and provide a customized plan of action utilizing Northern Trust's full balance sheet wealth management solutions to provide financial peace of mind.
Moderator: Mike Mills, Partner, Holland & Knight - Mike practices in the areas of corporate law, securities, mergers and acquisitions, and corporate governance. Mr. Mills advises clients on securities offerings, SEC periodic reporting, corporate governance, NYSE and NASDAQ regulations, mergers and acquisitions, and other business and tax matters.