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Executive Workshop for Business Owners & Their Trusted Advisors
| What | Meeting |
|---|---|
| When |
2008-07-25 from 08:00 to 16:00 |
| Where | Wyndham Hotel, Chicago, IL |
| Contact Name | Mike Nall or Diane Niederman |
| Contact Email | dniederman@midmarketplace.com |
| Contact Phone | 1-877-844-2535 |
| Attendees | Financial Advisors, middle market business owners |
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An Educational Workshop for Business Owners and their Trusted Advisors. Participants will gain knowledge and access to tools and resources to begin a plan of action for future business growth, value enhancement and successful owner transition.
8:00 am to 12:00 pm
Understand how the Private Capital Marketplace Can Work for You
Investment banker, author, business owner and dynamic advisor Rob Slee will help you understand all the business valuation, transfer and funding alternatives available for those who know where to look. Learn about the “Bizarre Bazaar” and how it impacts the value of your business. This is truth from the trenches!
Speaker: Rob Slee, Robertson & Foley
1:15 PM- 5:00 PM
With an understanding that “owner motives matter most” in the private capital marketplace, learn how to identify, model, and measure personal needs.
- 1:15 pm to 2:15 pm
Identify Your Personal Needs: “Owner Motives Matter Most”
– How to asses your personal needs and objectives.
Speakers:
Steven Gonzalez, Bernstein Global Wealth Management
Patrick S. Boyle, Bernstein Global Wealth Management
- 2:15 to 3:15 pm
Analyze Your Company Like an Outside Expert
- Defining Value Based Management
- Economic Profit
Speaker: Marwaan Karame, IDG Capital Group
- 3:15 to 4:15 pm
Measuring the “Value Gap” – Do you have enough? How much risk should you accept? What opportunities are you missing?
Speaker: Mike Nall, The Alliance
- 4:15 to 5:00 pm
Founding Sponsor Introduction
Introducing Mid Marketplace.com
Mid Marketplace.com is a new website targeting thousands of private business owners and advisors with highly relevant news, information resources, software, training, capital resources and other business growth and transaction advisory solutions. This is a cooperative venture developed by seasoned professionals serving the middle market.
Speaker: Edward R. Swiderski