Developing Your Exit Strategy

Event Date: 
May 20, 2013 (All day)
Center City Building 2nd Floor Auditorium

1:15 pm – 5:30 pm followed by a reception           

What is happening in the Merger and Acquisition market? What are the things that tend to keep deals from getting done and how best to get your house order? What are the common mistakes that most entrepreneurs make when selling their business? How do you strategically position your company for an optimal exit? How well do you know your financials? What is the overall sales process- who does what when, the team, etc? How do you determine a realistic valuation? These questions and many more will be addressed in this program. We have an exceptional group of speakers with extensive knowledge and experience in buying and selling businesses.


1:15 pm – 2:00 pm     Registration and Networking
2:00 pm – 2:15 pm     Opening Remarks
2:15 pm – 2:40 pm     Overview of the M&A Market
2:45 pm – 4:00 pm     Preparing for and Managing the Exit Process (from the perspective of buyers and sellers)
      Moderator: Tom Wilson, Decision Point International
Dave Foss, President, ProfitStars
Tony Marisco, Past CEO, Patient Care Technology Association
Phillip Greene, Past CEO, National Diagnostics
                                                                                                                Christians Tate, SVP of Corporate Development, Hitachi Data Systems
4:00 pm – 4:15 pm     Break

4:15 pm – 5:30 pm    Two Breakout Sessions:


                                                      Preparing for a Strategic Exit

                                                   Moderator: Doug Ellis, Decision Point International

                                                                                                                   Brooks Malone, Hughes Pittman & Gupton LLP 

  Andrew Harding, Merrill Lynch

                                                                                                                   Christians Tate, SVP of Corporate Development, Hitachi Data Systems 


  Succession Planning for Family Owned Businesses


      Moderator: Robert Norris, Wishart Norris Henninger & Pittman P.A

3 Panelists: 2nd generation family ownership and management, each with different exit scenarios

                                                                                                                Gary Smith,  Wishart Norris Henninger & Pittman P.A


5:30 pm – 7:00 pm    Networking Reception 


Program Cost:   BIG Members free

                              Guests $65 in advance, $75 at the door

                            Students $30


Registration:      RSVP to or register at


Dress Attire:      Business casual