The Divestopedia Exit Strategy Podcast

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Syndication

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 EST

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 EST

In this session you will learn about:

  • Ways people can prepare emotionally and financially from earning money
  • Strategies  the wealthy use to minimize their taxes
  • What should clients look for in their “money person”?
  • The differences between brokerage firms, RIA firms, family offices and the other people out there advising clients about investments
  • How you can avoid Ponzi schemes and scammers

About Lisa Gray

Lisa Grey is the founder of Gray Matter Strategies LLC.

LISA GRAY consults with domestic and international families and their advisors on the direct influence of generational perspectives, family dynamics, and governance on wealth management decisions.

Ms. Gray has 21 years' experience in the wealth management industry and is the founder and managing member of graymatter STRATEGIES LLC.

Based on her experience in working with clients of wealth combined with her research and consulting experience through graymatter, she developed the proprietary diagnostic Wealth Optimization Consulting™ model of service presented in her first book, The New Family Office: Innovative Strategies for Consulting to the Affluent published by Euromoney Books in 2004.

The concept more accurately guides families and their advisors on the journey toward optimality in their relationships as well as in wealth management.

 

Direct download: Lisa_Gray_-_Wealth_Optimization_Expert.mp3
Category:general -- posted at: 9:15am EST

In this session you will learn about:

  • Three things owners can do to start the exit planning (succession planning) process;
  • The best pre-sale-tax and estate planning opportunities;
  • How can people prepare emotionally and financially to go from wealth accumulation to wealth utilization;
  • Tax strategies that the wealthy are using right now; and
  • The most important things families can do to maintain family harmony after selling a business.

About John A. Warnick, Esq.


John A. (“John A”) Warnick is the founder of the Purposeful Planning Institute and Family Wealth Transitions & Solutions.

John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to insure the planning is congruent with his client’s core values. He delivers workshops across the nation for estate planning attorneys and financial planners sharing the six paradigms of Purposeful Planning and the Seven Keys Of The Purposeful Trust (View Video).

Direct download: John_A._Warnick_Esq._-_Trust_Expert.mp3
Category:general -- posted at: 9:14am EST

In this session you will learn about:

  • How owners can make sure their legacy is long-lasting and positive;
  • The most important thing a family can do to maintain harmony;
  • What you should know about ethical wills and how they influence families and help maintain family harmony after the death of a matriarch or patriarch;
  • How defining and sharing family values helps ease concerns when it comes to leaving an inheritance; and
  • How and why you should create a culinary memoir.
Direct download: Richard_C._Wilson_-_Family_Office_Expert.mp3
Category:general -- posted at: 3:33pm EST

In this session you will learn about:

  • How owners can make sure their legacy is long-lasting and positive
  • The most important thing a family can do to maintain harmony
  • What you should know about ethical wills and how they influence families and help maintain family harmony after the death of a matriarch or patriarch
  • How defining and sharing family values helps ease concerns when it comes to leaving an inheritance 
  • How and why you should create a culinary memoir.

About Judith Kolva, Ph.D.

Judith Kolva is the founder and Chief Executive Officer of Memoir Shoppe. Her doctoral work focused on how preserving life stories can create meaning in life. Dr. Kolva is a trusted interviewer, expert researcher, gifted writer, and accomplished educator. Her experience, expertise, and standards of excellence insure a seamless, enjoyable, completed project. She is an active member of the Association of Personal Historians and a contributor to its transformational My Words Are Gonna Linger: The Art of Personal History.

Direct download: Judith_Kolva_Ph._D._-_Personal_Historian.mp3
Category:general -- posted at: 11:07am EST

In this session you will learn about:

  • 3 things most families can do to maintain family harmony
  • When should you talk about your exit plans with your family - Matt gives us some valuable tips
  • How to deal with perceptions that "money is negative"
  • How to go about starting family meetings
  • How owners can make sure their legacy is long-lasting and positive

About Matt Wesley, JD, MDiv.

Matthew Wesley of The Wesley Group works with successful families and their leaders to build capacities that will sustain wealth across generations.  Based on an extensive theoretical knowledge and extensive involvement in consulting with various families, companies and organizations, he directly engages the human issues that matter most to families.

Direct download: Matt_Wesley_JD_MDiv._-_Family_Succession_Expert.mp3
Category:general -- posted at: 10:30am EST

In this session you will learn about:

  • What should someone do to figure out how much they need to be financially secure
  • Actual strategies the wealthy are using to minimize their taxes
  • What you should look for in your money person
  • The differences between brokerage firms, RIA firms, family offices out there advising clients about their investments
  • How to avoid ponzi schemes and scammers
  • Ways to prepare emotionally and financially from earning money to spending money

About Kaushal "Ken" Majmudar. JD, CFA

Kaushal "Ken" Majmudar, JD, CFA serves as Chief Investment Officer at Ridgewood Investments and was recognized by Businessweek.com as one of the 50 Most Experienced Independent Advisors in the country.  Ken is active in the leading professional groups for investment and wealth managers as a member of both the CFA Institute and the New York Society of Securities Analysts.  He is also a member of the Value Investors Club - an online members-only group for skilled value investors.

Direct download: Kaushal_Majmudar_JD_CFA_-_Investment_Expert.mp3
Category:general -- posted at: 10:15am EST

In this session you will learn about:

  • 3 things any owner can do right now to start preparing for an exit
  • 3 common pre-sale tax and estate planning opportunities
  • The most common mistake owners make when discussing an exit strategy with their executives
  • What should someone do to figure out how much money they need to be financially secure?
  • What's the best way to discuss exit strategy with internal and external stakeholders

About Joseph Bazzano, CPA, CVA, CBEC

Mr. Bazzano brings nearly 20 years of experience in public accounting and valuation services to closely-held companies of all sizes.  His areas of expertise include financial reporting, mergers and acquisitions, exit strategies and tax planning and compliance with individuals and business entities in the manufacturing, construction, wholesale and real estate industries.  He operates Private Equity Transitions and Bazzano & Rosenbloom.

Direct download: Joseph_Bazanno_CPA_CVA_CBEC_-_Valuation_and_Exit_Planning_Expert.mp3
Category:general -- posted at: 9:05am EST