THE IMPORTANCE OF THE VALUE ACCELERATION PROCESS
A panel discussion to include the perspectives of professionals in the coaching, financial, tax and legal spaces. The focus of the discussion will be to outline the importance of the value acceleration process and how a professional team can assist in the successful preparation and transition of a business. Each professional will share areas that each business owner should address and common challenges faced.
- Define the value acceleration process and how it can positively impact a transition.
- Highlight the importance of developing a professional team.
- Each professional will share several areas that each business owner should address and challenges they may face in each of their respective areas of expertise.
About the Presenters:
Hear from industry experts Charlie Janes, Melanie McDonald, Hernando Gomez, and Mitchell Goldberg.
Thank you to our Sponsors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
Meet Melanie McDonald, CFP, CEPA:
As a Certified Financial Planner (CFP®), Melanie brings invaluable perspective to help clients accomplish what is most important to them. Melanie started in the financial services industry in 2007 and after spending 12 years at a large wealth management firm before co-founding Pursuit Wealth Management in 2019.
Melanie earned her bachelor's in business administration from the University of Miami. She’s a licensed Certified Exit Planning Specialist and holds a life health and variable annuities insurance license.
Melanie makes her home in Palm Beach Gardens with her husband Matt and children Ell and Greyson. In her free time, she enjoys the outdoors, traveling and spending time with family and friends.
Meet Charlie Janes:
Charlie Janes helps business owners visualize and achieve better outcomes. He believes successful leaders deserve a trusted advisor to help them find their best path forward.
Charlie’s clients want accelerated profit growth, stronger teams, and systems to scale and optimized business valuation and transferability. They want to build “legacy” businesses that will thrive without them. His clients find purpose and achieve a work-life balance to enjoy life while reaching their fullest potential in less time with less stress. In 2022 his clients averaged profit growth in the 75% range.
Charlie provides his clients a unique perspective based on his experience building high-growth organizations, his FocalPoint, Exit Institute, and Value Builder certifications, and his current ownership of Right at Home West Palm Beach adult care business that has scaled from 1 to 130+ employees in two years.
Over a 30-year career in Silicon Valley, he helped grow several organizations from the ground up to over $100 million. He participated in exits to tech titans like IBM, Oracle, Workday, and PTC. He helped other start-ups achieve funding from leading VC and PE firms. He has helped individuals achieve career success and emerge as leaders in some of the world’s most influential high-tech and Fortune 500 companies.
Meet Mitchell Goldberg:
Mitchell Goldberg is partner on Berger Singerman's Business, Finance and Tax Team and is Board-Certified Specialist in Tax Law by The Florida Bar. Mitchell concentrates his practice in the areas of federal income, partnership, corporate, international and transfer taxation and related business transactional matters. He counsels businesses and individuals on choice of entity for both new business ventures and for restructuring ongoing businesses in order to achieve desired economic and tax results.
Meet Hernando Gomez:
Hernando is part of the firm’s Valuation & Capital Market Analysis team and has more
than 20 years of experience advising local and international companies and
entrepreneurs. He has focused his practice on business valuations, mergers &
acquisitions, debt management, financial modeling, and litigation support for various
industries including automotive dealerships, financial institutions, investment funds,
manufacturing, logistics, professional services, real estate, construction, hospitality,
sports & entertainment, technology, utilities, retail, and wholesale/distribution.
Hernando manages national and international engagements to assist clients from SMEs to
multi-billion-dollar operations. He prepares valuation analysis and complex valuation
models for the following purposes: business transactions (M&A), financial reporting
including goodwill/intangible asset impairment analysis (ASC 350) and purchase price
allocation analysis (ASC 805); stock option valuations and equity-based compensation
analysis (ASC 718), tax, arbitration & litigation matters. He has designed and trained
business valuation programs.
Hernando has traveled extensively delivering business valuation and other
business/management-related seminars in 20+ countries worldwide. He has been invited
as an international speaker to events in North America, Latin America, and the
Caribbean, Europe and Asia. Hernando has also participated as a guest speaker at
multiple universities in South Florida.
American Finance Association
American Institute of Certified Public Accountants
American Society of Appraisers
Barry University, Business School’s Dean Advisory Circle, Member
BBVA Compass, South Florida Market Advisory Board, Member
BNI Platinum, Miami Dade Chapter Past Treasurer
CFA Institute, Miami Chapter, Member
Florida Institute of Certified Public Accountants
Florida International Bankers Association, Asian Market Committee, Former Vice Chair
Greater Miami Chamber of Commerce
Hong Kong Business Association of Florida, Co-Founding Member and Treasurer
M.I.B., Florida International University
M.B.A., Universidad del Norte
International Training Fellow
Post Graduate Studies, Finance & Project Management, B.S. Industrial Engineering,
Universidad del Norte
History Miami’s Flagler Street Society, Member
Junior Chamber International, International Training Fellow and JCI Senator
United Way of Miami-Dade, Miami Small Business Program, Mentor; Young Leaders;
Impact Counsel Committee, Member
Universidad del Norte, Alumni Miami Chapter, Committee Chairman