Navigating A Transaction During COVID

GEORGIA VIRTUAL CHAPTER EVENT

Navigating A Transaction During COVID


This meeting is a roundtable discussion on how COVID has impacted investment bankers. It will look at how 2020 turned out and how they plan to navigate 2021. We have 3 investment bankers who cover different parts of the market, allowing us to get a full view of the marketplace

Learning Objectives:

  • Hear how COVID has impacted transactions in Georgia and nationally in 2020
  • Hear how COVID will impact transactions in 2021
  • Hear how investment bankers are changing their strategies to get deals closed due to COVID

 

About the Presenters:

Learn from industry experts Kyle Schickner – Director at Croft and Bender, Don H. Bravaldo III, CPA – Managing Partner at Bravaldo Capital Advisors, John Marsh – Founder at The Bristol Group

Meet the Presenters

This virtual chapter meeting will be held on Zoom.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI 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.EPIGeorgia.org.

About the Presenters


Kyle Schickner

Kyle Schickner

Director at Croft and Bender

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Don H. Bravaldo III, CPA

Don H. Bravaldo III, CPA

Managing Partner at Bravaldo Capital Advisors

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John Marsh

John Marsh

Founder at The Bristol Group

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA credit (pending approval)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact EPI.