Now may be the time to consider an M&A transaction for your business! Join XPX New England and our panel of M&A experts on November 6 for a roundtable discussion focused on Structuring a Deal: Common and Uncommon Issues in a M&A Transaction.
Hosted by XPX New England Bronze sponsor McLane Middleton P.A., our panelists will help you define the right roadmap for your business from strategy to structure:
Moderator: Rudi Scheiber-Kurtz, Author of “Stop Compromising” and CEO of Next Stage Solutions, Inc.
Refreshments and light appetizers to be served. Business owners and advisors are encouraged to attend. Seating is limited, so register today!
Meet the Experts:
Rudi Scheiber-Kurtz, (Moderator) - Author of "Stop Compromising", Speaker and CEO of Next Stage Solutions, Inc.
Rudi Scheiber-Kurtz is a serial entrepreneur and innovator. She is the founder of three companies, one of which is Next stage Solutions, Inc, a finance consulting firm to midmarket companies specializing in finance leadership, which she founded in 2002.
She has an exceptional understanding of the interdependencies of critical business functions and how they relate to one another in regards to strategic finance. She offers her insights and knowledge to boards of private and public companies.
Rudi’s newly published book, “Stop Compromising”, reflects her years of work with small and mid-market companies. She shares her expertise with client stories and vital hands-on tools. The book is an exceptional, instructive business guide that leads the business owner and CEO through the myth of finance.
Passionate about midmarket challenges, Rudi has developed and organized numerous educational CEO programs with 80+ videos including the RudiTuesday series, which addresses twelve challenges specific to the midmarket.
She conceived and led several Live CEO Case Studies, wrote case studies, assigned advisory board members, and led the conversations between CEO and Advisors.
One of Rudi’s many efforts has been to mentor women in business. She was elected Entrepreneur-in-Residence at Simmons School of Management, where she coached women start-ups that focused on finance and accessing capital.
Rudi is the current President of XPX NE and on the Dean’s Advisory Board of the Simmons School of Management in Boston. As a frequent speaker and panelist, Rudi participates in both the Greater Boston and international business communities.
Laura Kevghas, President – Seed to Harvest LLC
Laura’s career in M&A has spanned both sides of the negotiating table, with 20 years working as an M&A advisor for business owners who are selling their company, and 10 years in the middle of her career working as the Director of Corporate Development for a private equity-owned B2B media company, where Laura ran around the world spending other people’s money to acquire tradeshows, conferences, magazines and websites. Sitting on both sides of the table has given Laura a unique competency in understanding how buyers approach acquisitions and how best to position her sell-side clients to be attractive acquisition candidates.
Over the course of her career, Laura has completed more than 60 transactions, ranging from less than $1 million to more than $200 million in deal value. Her area of highest expertise is in selling small businesses to large strategic acquirers in industries as diverse as business services, manufacturing and technology. She is resourceful in identifying and reaching prospective buyers and employs a dogged determination to get transactions completed that exceed her client’s expectations.
Laura holds an MBA and BS from Bentley’s McCallum School of Business. Laura is past-President of the New England chapter of the Exit Planning Exchange, and a member of The Boston Club. Laura is a frequent writer, speaker and presenter on M&A topics. Laura lives in Westford, Massachusetts with her husband.
Jack Finning, Partner – AAFCPAs
Jack provides assurance, tax and business consulting services to a variety of privately-held businesses, including: manufacturing, distribution, high tech & software, green tech & clean tech, life sciences, construction, physicians & private practice, and educational institutions.
Jack specializes in business owner exit strategy planning and transaction advisory for both buyers and sellers of private companies. He advises clients on setting goals, evaluating exit options, measuring their current financial position both personally and within the business, putting a plan in place to achieve goals, and executing the plan to ensure a successful exit. This includes guiding business owners through due diligence, tax considerations, and post-transaction integration.
William Rodgers, Partner – Tarlow, Breed, Hart and Rodgers
Bill is one of the founding members of Tarlow, Breed, Hart & Rodgers, PC. He routinely serves as general counsel for a wide range of the firm's clients in addition to more traditional engagements in the areas of mergers and acquisitions, debt and equity financings, management led buyouts, strategic alliances and joint ventures, corporate formations and operations, commercial transactions, shareholder disputes and commercial real estate transactions.