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Exit Planning: Buckle Up for the Roller Coaster Ride

June 30, 2021 9:17 PM | Cheryl Centeno (Administrator)

Program produced by XPX South Florida.


Exit Planning: Buckle Up for the

Roller Coaster Ride


As you may well know, people experiencing the exit planning process undergo recognized and often stressful stages. People for the most part resist change. Many underlying hurdles can get in the way of a successful transition. An experienced panel of professionals well versed in the exit planning process will focus on the internal emotions and strategies and the ways to survive the “roller coaster” experiences inherent in the exit planning process. This aspect of exit planning plays a huge role in all the phases of exit transitions and isn't discussed as much as it should be. Come ready to learn for your own exit or attend to learn more on behalf of your clients.

Moderator:



Rana M. Gorzeck
Attorney & Partner
Ward Damon

Ms. Gorzeck is a partner at Ward Damon who assists owners of real properties and businesses, and lenders throughout Florida, with their transactional and insurance defense needs. Her work includes secured lending, commercial real estate and high end residential real estate, construction litigation, title examination, leasing, contracts, partnership agreements, industrial development bonds, and the acquisition and sale of businesses. Having also represented financial institutions in diverse loan transactions since 1987, Gorzeck represents her clients in diverse lending transactions. Ms. Gorzeck is also corporate counsel for businesses who need day to day legal assistance.


Panelists:


Susan Commander Samakow
Professional Certified Coach, Speaker, Author,
Facilitator and Trainer

Susan Commander Samakow is an ICF award-winning coach, and author of the book Talk Yourself Into Success. She guides her clients as they move through the stages of business transition whether it is in the context of a sale, dissolution, new leadership, etc. Susan supports clients to reach new levels of performance and satisfaction in their careers, and manage life’s transitions with ease. Her clients successfully navigate many of business, life, and career transitions, attain a productive mindset and less stress.



Tony Hill
Vice President, Business Development
Trivest

Tony Hill joined Trivest in 2019. He is responsible for strategic initiatives to grow and streamline the firm’s business development efforts. Prior to joining Trivest, Tony cofounded two technology companies, including Dealnexus (acquired by Intralinks), the first global, deal sourcing platform for mid-market M&A professionals. Before launching Dealnexus, he was a Vice President of investment banking at Cross Keys Capital. He also previously worked at Siemens AG in Germany. Tony received his B.S. in Finance, as well as his M.B.A., from the University of Florida.



Susan Weinblatt
Financial Advisor
Evershore Financial Group

Susan  has been in the financial services industry with her CFP designation since 1992. Susan has an MBA in Finance from Nova Southeastern University. Susan has also earned the CDFA designation, adding to her expertise in working with clients going through the divorce process. She takes pride in her line of work, helping individuals, families, and businesses grow wealth and achieve their financial goals. Susan loves to spend time in her garden reading a good book, watching football, big game fishing, and visiting her grown children. She lives in Boca Raton with her husband of 35 years and her extremely fluffy cat Lara.



Mazal Yehezkely
First Vice President
IDB Bank

Mazal Yehezkely is a First Vice President and a Certified Exit Planning Advisor at IDB Bank of New York. After gaining her formal education from the Hebrew University in 1992, Mazal has been a trusted advisor to her high net worth clients for close to 30 years.

Mazal believes “you should do what you can but do it the best way you can”. Mazal leads the Israeli Business Group, is a board member of the American Friends of the Hebrew University, co-founded the Ladies Forum and is a WIZO Ambassador, a benefactor to abused Israeli women and children.



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