The Divestopedia Exit Strategy Podcast

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Syndication

In this session you will learn about:

  • Functions for each member on every world class transition team
  • 3 things any owner can do right now to prepare for an exit
  • The most common exit options
  • Best way to discuss exit strategy with internal and external stakeholders
  • Most common mistakes owners make when discussing an exit strategy with their executives?

About Warland Griffith, CFP,CEP

Warland is a graduate of the University of Miami's School of Business Administration and the College for Financial Planning at Florida Atlantic University in Boca Raton.  He has the professional designations of Certified Financial Planner and Certified Estate Planner, and is an active member of the Financial Planning Association.  

As an independent advisor with clients ranging as high as $20 million in net worth, Warland offers personalized coaching in a variety of areas.  He has been a featured speaker at public seminars, and a continuing education instructor on tax-advantaged investing, the importance of asset allocation, investing for growth in both bear and bull markets, and optimizing retirement income while reducing the potential loss of principal.

Direct download: Warland_Griffith_-_Wealth_Management_Advisor_Episode_011.mp3
Category:general -- posted at: 8:51pm EDT

In this session you will learn about:

  • What are some of the things private equity firms have in common
  • The post attraclive reasons tohave a private equity firm as a partner?
  • What's the process of doing a deal like - how long does it take, what's involved?
  • Tom  shares a story about an owner that had the courage and vision to make a difficult decision because they knew that it was best for them in the long run

About Tom D'Ovidio

Thomas D’Ovidio joined ShoreView in 2007 and has over 15 years experience in private equity investing. Prior to joining ShoreView, Mr. D’Ovidio worked with Thompson Street Capital Partners, Berwind Financial Groups’s private equity fund, and Summit Private Capital.

He has served on many boards, working with companies across a diverse group of industries, including packaging, plastics, commercial and industrial product distribution, logistics, consumer products, niche manufacturing, building products, and business services.

Mr. D’Ovidio received a BA in Communications from Rutgers University and an MBA from Fairleigh Dickinson University. You can find Tom at http://www.shoreviewindustries.com

Direct download: Tom_DOvidio_-_Partner_With_Shoreview_Industries.mp3
Category:general -- posted at: 8:44pm EDT

In this session you will learn about:

  • The most common exit strategy problems
  • 3 things any owner can do right now to prepare for an exit
  • 3 pre-sale tax and est^ate plaAning opportunities
  • Best way to discuss exit strategy with internal and external stakeholders
  • Most common mistakes owners make when discussing an exit strategy with their executives?

About Stuart Sorkin Attorney, Certified Public Accountant, Business Consultant

Mr. Sorkin is licensed to practice law in the District of Columbia.  He is also a Certified Public Accountant.  Mr. Sorkin received a B.S in Accounting and Finance from the American University and earned his law degree from the University of Miami.  He earned a Masters of Law in Taxation from Georgetown University.

He spent seven years working for two international accounting firms before beginning his private law practice. During this period, Mr. Sorkin became proficient in utilizing computers for preparing financial and tax models to assist clients in the areas of structuring individual, corporate and real estate transactions including capital requirements and acquisition analysis.

In addition to his legal practice, Mr. Sorkin has purchased, developed and managed several residential real estate projects in the Washington Metropolitan Area and Chicago.  This varied background allows Mr. Sorkin to advise his clients from a businessman’s prospective as well as from legal or tax accounting prospective.


In this session you will learn about:

  • What it was like to sell two companies
  • Lessons learned in the process including being apart of the negotiation
  • The culture clash of selling his company to a Fortune 500 company
  • Mike's biggest mistake which he said was really dumb/li>
  • Why he said you should always have multiple bidders

About  Mike Michalowicz - Author And Entrepreneur

Mike Michalowicz started his first business at the age of 24, moving his young family to the only safe place he could afford – a retirement building.

With no experience, no contacts and no savings he systematically bootstrapped a multi-million dollar business. Then he did it again. And again.

Now he is doing it for other entrepreneurs. Mike is the CEO of Provendus Group, a consulting firm that ignites explosive growth in companies that have plateaued; is the small business columnist for The Wall Street Journal; is a frequent television guest; is a keynote speaker on entrepreneurship; and is the author of cult classic book, The Toilet Paper Entrepreneur.

His newest book, The Pumpkin Plan has already been called “the next E-myth!”  Decide for yourself.

Direct download: Mike_Michalowicz_-_Author_And_Entrepreneur.mp3
Category:general -- posted at: 8:17pm EDT

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