COVID-19: What Business Owners
Should Be Doing Now

GREATER BOSTON VIRTUAL CHAPTER EVENT

COVID-19: What Business Owners Should Be Doing Now


Since we cannot meet face to face, join the EPI Greater Boston chapter for a virtual chapter meeting. Upon registration, you will receive access to the broadcast link.

This webinar is focused on what business owners should be doing now. We plan on covering the following topics:

  • John Ferrara & Todd McMahon – Current state of the M&A market and outlook
  • Andrew Bostian- COVID-19: Impact on Business Valuations
  • Kerri Salls – Your COVID-19 Notebook: Plan ahead for a look back
  • Ken Sanginario & Maria Gatto – Five Critical Actions for Business Owners during Recessions
  • Stephan Thieringer – Leading in Crisis: The New Normal & the Resilience Requirements
  • Ken Fischer- Balancing Surviving with Thriving on the Other Side
  • Joseph Drier & Brian Lynch- Opportunities in Wealth and Asset Transfer during Uncertain Times
  • Jay Pabian – Lessons Learned from COVID-19: Updating Contracts, Leases, Loan Agreements, and other Legal Documents

Learning Objectives:

  • Current state of the M&A market and outlook
  • COVID-19: Impact on Business Valuations
  • Your COVID-19 Notebook: Plan ahead for a look back
  • Five Critical Actions for Business Owners during Recessions
  • Leading in Crisis: The New Normal & the Resilience Requirements
  • Balancing Surviving with Thriving on the Other Side
  • Opportunities in Wealth and Asset Transfer during Uncertain Times
  • Lessons Learned from COVID-19: Updating Contracts, Leases, Loan Agreements, and other Legal Documents

 

About the Presenters:

Learn from industry experts Andrew Bostian, Partner, blumshapiro; Joseph Drier, Senior Vice President, UBS Financial Services Inc.; John Ferrara, CEO & Founder, Capstone Headwaters; Ken Fischer Principal, KMF Consulting Services; Maria Gatto Founder and Principal, Focused Growth Consulting LLC.; Brian Lynch Account Vice President, UBS Financial Services Inc.; Todd McMahon, Managing Director, Capstone Headwaters; Jay Pabian, Managing Partner, Pabian & Russell LLC.; Kerri Salls, Founder, Value Growth Results; Kenneth Sanginario, Founder, The Value Opportunity Profile, Corporate Value Metrics LLC.; Stephan Thieringer, CEO & Founder, Human Innovation Garage

This panel is moderated by Stuart McLeod, Senior Vice President, UBS Financial Service Inc.

Meet the Presenters

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Greater Boston 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.EPIBoston.org

About the Presenters


Andrew Bostian

Andrew Bostian

Partner, blumshapiro

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Joseph Drier

Joseph Drier

Senior Vice President, UBS Financial Services Inc.

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John Ferrara

John Ferrara

CEO & Founder, Capstone Headwaters

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Kenneth Fischer

Kenneth Fischer

Principal, KMF Consulting Services

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Maria Gatto

Maria Gatto

Founder and Principal, Focused Growth Consulting LLC.

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Brian Lynch

Brian Lynch

Account Vice President, UBS Financial Services Inc.

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Stuart McLeod

Stuart McLeod

Senior Vice President, UBS Financial Service Inc.

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Todd McMahon

Todd McMahon

Managing Director, Capstone Headwaters

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Jay Pabian

Jay Pabian

Managing Partner, Pabian & Russell, LLC.

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Kerri Salls

Kerri Salls

Founder, Value Growth Results

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Kenneth Sanginario

Kenneth Sanginario

Founder, The Value Opportunity Profile, Corporate Value Metrics, LLC.

VIEW BIO

Stephan Thieringer

Stephan Thieringer

CEO & Founder, Human Innovation Garage

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA credit

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