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                GROWTH. TRANSFER. LEGACY.

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  • June 15, 2017
  • 7:15 AM - 9:30 AM
  • Bethesda Country Club - The Bethesda Room - 7601 Bradley Blvd, Bethesda, MD 20817



We are looking forward to you joining our discussion at our June meeting as we assist Telecom Partners in preparing for a sale to a third-party, and finding the right third-party buyer! Areas of discussion will include:

  • Preparation for the due diligence and sales process
  • Review of contracts with key vendors and clients
  • Restructuring of business units, people and/or facilities as needed
  • Investment Banker’s role in sell-side representation
  • Overview of a “typical” sales process
  • War stories of success and failure

We are excited that you are joining our exit planning team this year. If you have not, please print the Case Study, read it, and bring a copy to our next meeting on June 15th.

Also, please remember to sign up early – by June 9th – the week ahead of our meeting. Our venues need lead time to best prepare for us!


Karen N. Shapiro, Attorney At Law, Stein Sperling Bennett De Jong Driscoll PC

Karen is a Principal in the Business Law department at Stein Sperling Bennett De Jong Driscoll PC in Rockville, Maryland. Karen’s approach to serving clients is grounded by her business background including an MBA. She helps clients throughout the lifecycle of a business: from building new enterprises to managing thriving businesses and transitioning ownership when the time is right. She has successfully handled the transition of a multitude of businesses to family, key employees and market buyers. In addition, Karen is well versed in dealing with business disputes and a variety of employment related claims.

Greg Hogan, Director, SC&H Capital

Greg provides merger and acquisition, ESOP advisory, and business valuation services to private company business owners. With more than 14 years of investment banking and business valuation experience, Greg leads sell side and buy side M&A transactions, ESOP transactions, business valuation engagements, and debt and equity raises.

Greg has successfully advised business owners and shareholders on a wide variety of corporate transactions valued at over several billions of dollars over the past decade. His experience spans a wide variety of industries including healthcare, business services, manufacturing, distribution, professional services, and government contracting. Additionally, Greg is a frequent speaker nationwide on ESOP, valuation,, and merger and acquisition topics.

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