THURSDAY, SEPTEMBER 20, 2018 11:30- 6:30
Luncheon and complementary happy hour included.
John F. Dini, CMBA, CExP, CEPA
John F. Dini is a business coach, consultant and author of the award-winning books Hunting in a Farmer’s World, Celebrating the Mind of an Entrepreneur, and Your Exit Map: Navigating the Boomer bust, as well as11 Things you Absolutely Need to Know about Selling Your Business (all available at Amazon.com). Widely recognized as one of the nation’s leading experts on business ownership, John has delivered over 12,000 hours of face-to-face leadership and exit planning advice to entrepreneurs. He holds two business degrees and six additional business certifications. For more information on John F. Dini, please visit www.johnfdini.com.
Panel Discussion – “Valuing the Privately Held Businesses”
Hector Frietze, CPA
Hector Frietze has over 40 years as an advisor to private and multi-national business on corporate and international tax. Including 10 years in private practice, 11 years with KPMG in El Paso, San Antonio and Mexico City and 19 years with Padgett Stratemann, CPA’s in San Antonio. Currently, Hetcor is a Director with Frietze CPAs, with primary focus on corporate transactions, international tax, exit structuring, estate planning and life insurance assessment.
Gerald “Jerry” Brown, Sr., CESC, AIBA, CBA, BCA, MAFF
Gerald “Jerry” Brown is the President & Senior Analyst of RSI & Associates; a nation-wide business valuation and merger/acquisition consulting firm in Corpus Christi, Texas. He specializes in business valuations, exit strategy consulting, merger/acquisition consulting, litigation support, expert witness testimony, and business consulting for small to mid-sized companies. Mr. Brown has consulted with over 2500 businesses on matters related to Exit Strategy, Operational Systems & Controls and Value Documentation.
Stephen Oliver, CPA, CFE, CVA
Stephen Oliver is a licensed CPA with over 22 years of professional experience spanning a broad range of areas including business valuation, forensic accounting, M&A, strategic planning and litigation support. He has worked with both public and private Counsel. Stephen provides valuation services for RSM and has experience in a diverse range of industry sectors including oilfield service, healthcare, construction, manufacturing and retail. Valuations have been rendered in connection with M&A, divorce, buy/sell agreements, and estate and gift tax matters.
Doug Scheiding, BCB, BCA, CMEA, PE
Doug Scheiding is a partner in Business Brokers and Equipment Appraisers of San Antonio. After graduating from Texas A&M University with a degree in Aerospace Engineering, Doug spent his first 18 years in small engineering consulting companies and still maintains his PE License. He and his partner, Robert Howells, started Business Brokering in 2004 and have completed over 200 transactions primarily representing sellers. Doug has been doing equipment appraisals since 2009 and earned his Business Valuation credential in 2014. In his spare time, Doug is a competitive BBQer and a Pro Team member for Traeger Pellet Grills.
Panel Discussion – “Tax and Legal Issues in Business Sales”
Jeremy Kell, J.D., MBA
Jeremy Kell is a corporate, securities and transactional lawyer with a practice that focuses on entrepreneurs and small to mid-market companies. Jeremy advises clients on forming new enterprises, mergers and acquisitions, dispositions of assets, joint ventures, financing transactions, restructurings and reorganizations, private placements of securities, corporate governance, and general contract matters. He represents companies in a variety of industries through all stages of their lifecycle, from start-up through growth stages to exit strategies. His interdisciplinary education in both law and business (MBA in Finance) and his fluency in Spanish allow him to provide clients with a unique strategic perspective.
Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA
Steven Bankler has more than 41 years of experience in the accounting industry. His CPA firm, established in 1977, focuses primarily on closely held and family-owned businesses. His business consulting expertise in tax planning, asset protection, entity structures and exit strategies provides business owners the benefits when disposing this valuable asset. In addition Steven serves as an expert witness and provides litigation support for business damages, bankruptcy, estate, etc., as well as representing his clients in IRS disputes. Steven’s Tax Blog was recognized as a Top Tax Blog in 2017.
Jake McCloy counsels clients on a variety of M&A and securities transactions and in matters of general corporate law. He has experience with equity and asset acquisitions, carve-out dispositions, joint ventures, and mergers and has counseled clients on private equity offerings [Regulation D offerings and related blue sky compliance], assisted public companies with periodic filings, and assisted public companies with Section 16 reporting persons’ reporting obligations. Jake has also assisted clients with a wide variety of business related legal matters related to corporate governance, fiduciary duties, entity formation, maintenance and dissolution.
James Rosenblatt received his law degree from Emory School of Law and a MBA from University of Incarnate Word. Prior to starting his own firm, James worked as general counsel for a national construction firm. Currently, James is President of The Rosenblatt Law Firm. The firm acts as outside general counsel and helps firms begin, operate and litigate a variety of issues. The firm employs seven attorneys who specialize in various areas of Business, Litigation, Merger and Acquisition, and Asset Protection Law. In the last 5 years, the firm has been involved in over $100 million in acquisition transactions.
Panel Discussion – “Tales from the Trenches: Former Owners Describe their Exit Experience”
Carolyn J. Smith, CPA, AEP
David McBurnett is a native Texan. He has a BA from Sul Ross State University and an MBA from St. Mary’s University. David had a successful 32-year career in the retail grocery business with Mass Marketing, Inc., dba Super S Foods starting in 1979. In 2005, he and his wife, Lisa, acquired the family owned company in a leveraged buyout with the help of Frost Bank. Over the next six years, David and Lisa grew the company from 46 to 55 grocery stores, 5 ACE Hardware stores and one Pet Supplies Plus franchise. In 2011, David and Lisa received an offer to sell the company to another family owned supermarket chain, Lowes Pay and Save; they accepted the offer. David and Lisa now own and operate Norton Lewis Printing, Inc., LENDAS, Inc., and D&L General Investments, Inc.
Harry Levy IV Partner
Harry Levy is the president of The Levy Company, Inc. located near San Antonio, TX in Selma. Founded by Levy in 2000, the company has grown to 140 employees with offices in Austin, the Rio Grande Valley, and soon to be in Corpus Christi. The company primarily installs highway signage, lighting, traffic signals, and traffic management systems in the central and south Texas area, mostly for public entities. Levy attended the University of Texas at El Paso, is married to Mary for 36 years, has three grown children, and two grandchildren. Other commitments include being Treasurer of the Union for Reform Judaism and Chair of the Jewish Federation of San Antonio.
Randy Smith is a semi-retired entrepreneur living in San Antonio, Texas. Upon graduating from Baylor University, Randy started his dream job at a “real” company where a business suit was worn every day. After several years of hands-on sales education and deciding that corporate life was not actually the dream, he left the corporate world to start a small, service-oriented technology business providing point-of-sale technology to restaurants and bars. After twenty-two years of building customer and employee goodwill, as well as opening (and closing) new offices, the company became an overnight success and was acquired by a Fortune 500 corporation.