Breakfast Panel: Is Your Client Ready for a Walk in Offer? – March 13, 2012
Ready Strategically? Ready Operationally? Ready Emotionally?
What would you do if your client just called you to say they have someone in their office who is offering to buy their business? How do you determine if this offer fits into your clients strategic exit plan? Is their business operationally ready to turn over to someone else? Is your client emotionally ready to transition? or Just excited about “being wooed” by an “known or unknown admirer”.
Bottom Line: Do you and your exit planning team know what it takes to avoid the mistakes and pitfalls of a “walk-in” offer so that your client gets the best value as possible? If not, register NOW for this important meeting.
Join XPX Tampa Bay as we bring a panel of experts together to find out how to proactively prepare clients to be strategically, operationally, and emotionally ready to successfully sell their business.
Our panelists include:
- Mike Ertel, Managing Director & Broker of Record for Legacy M&A Advisors, LLC;
- Carol McAtee, Principal Shareholder of McAtee & Associates, CPA’s, PA;
- David J. Ottinger, Esquire, GrayRobinson, P.A.
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| Mike Ertel | Carol McAtee | David J. Ottinger, Esq. |
Moderator Kathy Richardson Mauro, XPX Tampa Bay President and Senior Consultant, ROCG Americas- Tampa Bay will ask our panel to share their experience and strategies for:
- Walk-in offer readiness
- Advisor team attributes that lead to successful deals
- Buyer motivation
- What to Do and What to Avoid
Advisors are welcome to invite a client or prospective client who is interested in learning about how to prepare for a walk-in offer to be their guest at this meeting.
Mike Ertel is Managing Director & Broker of Record for Legacy M&A Advisors, LLC, a boutique M&A advisory firm specializing in representation of sellers and buyers in lower middle market mergers, acquisitions and sales. Prior to opening Legacy in 2009, Mike managed the Tampa Bay office of The Bradway Group, a business brokerage and M&A advisory firm, from October 2000 until December 2008.
Carol McAtee is the principal shareholder of McAtee & Associates, PA in St. Petersburg, Florida. Formerly with the international accounting firm of Ernst & Young, tax division, Carol brings over 25 years experience in the accounting field. Her CPA firm’s specialties and services include outsourced CFO duties and responsibilities, due diligence for business transactions, mergers and acquisitions, taxes, financial planning, international tax issues, audits, and reorganizations.
David J. Ottinger is an Attorney for GrayRobinson, PA. His practice covers business transactions, taxation, and estate planning. He represents both emerging and mature business clients in most aspects of corporate and tax law. His experience includes the formation of all types of business entities, mergers and acquisitions, financing and leasing transactions, employee and shareholder agreements, and general business agreements relating to his clients’ business operations.
When: Tuesday, March 13
Where: Centre Club, 123 South Westshore Blvd., 8th Floor, Tampa, FL
Time: 7:15 AM – 7:45 AM (networking), 8:00 AM – 9:15AM (program)
Investment: $35 pre-registration and $45 at the door
