Cleveland-chapter

Navigating Unusual Deal Challenges on Your Way to Closing a Transaction

NORTHEAST OHIO CHAPTER EVENT

Navigating Unusual Deal Challenges on Your Way to Closing a Transaction


War stories from the trenches.  Join experienced M & A veterans for an informative and entertaining panel discussion.  Professionals include investment banker, private equity, corporate CFO and transaction attorney.  A deal is not a deal until it is a deal!  How to get the deal done.

 

Learning Objectives:

  • Plan for a smooth sale.
  • What NOT to do for easy transition.
  • How to manage the process.
  • The emotional roller coaster of sellers and buyers.

 

Meet the Presenters:

Learn from industry experts, Paul Carleton, Howard Feldenkris, Tom Littman, Steve Sneiderman, moderated by Mike Trabert – NEO EPI President, about navigating unusual deal challenges.

 

Meet the Presenters

 

Thank you to our Sponsor:

This meeting is sponsored by The Evergreen Cooperatives.

This meeting will be held at the DoubleTree by Hilton.

Address: 6200 Quarry Lane, Independence, OH 44131

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Northeast Ohio Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPICleveland.org

About the Presenters


Paul Carleton

Paul Carleton

Founder and Managing Partner of Carleton McKenna & Co., LLC

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Howard Feldenkris

Howard Feldenkris

Chief Financial Officer at Alacriant, Inc.

VIEW BIO

Tom Littman

Tom Littman

Managing Partner, Kirtland Capital Partners

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Steve Sneiderman

Steve Sneiderman

Founding Member at The Sneiderman Law Firm LLC

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About the Moderator


Mike Trabert

Mike Trabert

Partner at Skoda Minotti, a CPA, Business & Financial Advisory Firm

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour (pending approval)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.