7:30 AM07:30

How Do The New Tax Law Changes Influence My Client's Exit Plans?

Genie Petrangeli and Roddy Davis present: How Do The New Tax Law Changes Influence My Client's Exit Plans? 

If your cleints have been waiting to plan their exit, hoping or anticipating favorable tax law changes it's time to act! 

Join us for an upbeat and interesting panel discussion on the impact of the new tax laws on exit strategy. 

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7:30 AM07:30

SPR: Preparing The Company For Sale ! The Advisor's Perspective

Guilford Merchants Association
225 Commerce Pl
Greensboro, NC  27401

Contact:        Abby Donnelly
                      Email abby@leadershiplegacygroup.com

Category:      Succession Planning Roundtable

Registration:  is required by Monday, October 30, 2017

Preparing the Company For Sale ~ The Financial Service Professional’s Perspective

In this course, we will discuss current trends in the sale of small and lower-middle market companies, drivers of value, tax issues, insurance considerations, and transaction timing all from the perspective of how the financial service professional can help prepare and guide their client to help them successfully execute their exit strategy.  At the end of the course, the participants will have a better understanding of current market dynamics, how companies are valued and sold, the roles and responsibilities of the various professionals on the transaction team, an awareness of tax and insurance considerations, and be better positioned to provide guidance to their clients and support the execution of their client’s exit strategy.

Presenter : Ron Buck, MBA

Ron Buck is a Business Intermediary, M&A Advisor, and Regional Director with Murphy Business and Financial – Carolinas.  He brings over 25 years of management, investment banking, and C-level experience to the table to help small and middle-market business owners prepare their companies for sale and then execute the transaction, grow or realign their existing business, and help buyers find a business or franchise that meets their strategic and financial needs.  He is a Board Certified Intermediary, a Certified M&A Intermediary, accredited by the American Business Brokers Association, a licensed Real Estate Broker and Broker-in-Charge in both North Carolina and South Carolina, and serves as the President of the Carolinas-Virginia Business Brokers Association.  

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7:30 AM07:30

Six Surprising Truths about CEO Succession

Author of Straight Talk About Planning Your Succession: A Primer For CEOs, Abby Donnelly will dive into the truths about exiting a business.

Exiting a business is one of the most important events in a Business Owner’s life, but most owners have never done it before!  

In this engaging program, we’ll:

1. Dive into the economic, business and social challenges owners will face over the next 10 years.  

2. Explore the Surprising Truths about CEO Succession

3. Discuss the more delicate issues that arise on the leadership side of succession.

You’ll come away with tools and fresh perspective to help your clients successfully navigate this often-complex process and exit on their terms. 

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7:30 AM07:30

The Due Diligence Dance: The Tricky Dynamics Between a Buyer and a Seller

Adam Duggins.jpg

Join us for an interesting dive into due diligence. Learn how to navigate the tricky dynamics between a buyer and a seller preparing for a transaction.


Adam Duggins, Partner at New Page Capital will share his experience seeking out and purchasing companies that New Page Capital aims to re-energize and grow to create lasting value. New Page Capital invests in companies right here in North Carolina’s Piedmont Triad.


Adam a Greensboro native, chose the Triad as headquarters of New Page Capital. Prior to launching New Page Capital, Adam was VP of Operations for Care Services, a private equity backed, pharmacy benefit management company in North Carolina. Prior to Care Services, Adam was a Manager at Bain & Co. During his five years at Bain, Adam championed small to mid-cap private equity clients and advised them on potential acquisitions and market opportunities. Prior to graduate school, Adam gained valuable Corporate Finance experience at WorldCom.

Adam holds an MBA from the Darden School of Business at the University of Virginia, and was a recipient of a Jefferson Fellowship. Adam graduated with a BBA in Finance from the College of William & Mary where he was a member of the men’s basketball team.

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7:30 AM07:30

SFSP SPR: Buy-Sell Agreements for Privately-owned Businesses

The Succession Planning Roundtable (SPR) presents Buy-Sell Agreements for Privately-owned Businesses by Paula Wells, JD from Connors Morgan PLLC.

Paula will discuss buy sell agreements for privately owned businesses – from a businessperson’s point of view. Focusing on the basics of these agreements and how they help guide the business through different periods of ownership and leadership with emphasis on business succession planning including the competing interests of old and new management.

Paula practices in the field of corporate and general business law with particular attention on start-ups, business acquisitions and divestitures, shareholder and operating agreements, creditor and debtor issues, commercial leases and employment contracts.Paula is a member of the Greensboro and North Carolina Bar Associations and is licensed to practice in Maryland and Massachusetts as well as North Carolina. She has authored several articles in the American Jurisprudence 2d series, and lectures frequently on topics that concern the small business owner. Paula was nominated by her peers in the profession for North Carolina Business Magazine’s “Legal Elite” for 2012 in the business attorney category.


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