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CVBBA 
ANNUAL CONFERENCE
September 18 & 19, 2009

HILTON GARDEN INN
4307 BIG TREE WAY
GREENSBORO, NC

336-852-1491

Room charge for CVBBA Conference attendees
$89.00 per night (rate deadline September 7, 2009)
Call now and reserve your room.
Identify yourself as attending the September 18 & 19
CVBBA Conference.

 

 


Major Sponsor

BeneTrends, Inc.

General Sponsor

Gen Cap America


Friday, September 18   (Please register by September 7)

7:30 a.m. - 8:00 a.m. - Course Registration & Continental Breakfast
12 Noon - Lunch
8:00 a.m. - 5:00 p.m. Course #385
6:00 p.m. - 8 p.m. - Cocktails & Hors d'oeuvers


Course #385


Key M&A Negotiations (8 credit hours)

Learn about the two key negotiation milestones in a mid-market deal: securing the M&A engagement and managing negotiations with prospect(s) to the LOI. Gain the understanding necessary to create effective engagement agreements that are right for the client and fair for the intermediary. Once the engagement agreement has been executed, intermediaries use the full complement of skills and resources to negotiate the best outcome for the client. At these two points, intermediaries have the most influence on the outcome of a professional M&A process for all parties. No prerequisites.

Thomas B. Whipple, CBI, M&AMI
Managing Principal

Tom is the founding member of Falcon bringing more than twenty-five years of executive operating, marketing and sales experience with traditional middle-market manufacturing and distribution companies to his mergers and acquisitions practice. Prior to founding Falcon, he served as Managing Principal for a nationally recognized private middle-market M&A firm for five years. In that capacity, Tom has worked closely with owners and senior management of privately owned, middle-market companies throughout the United States advising them on growth and exit strategies in such diverse industries that includes: electronics equipment manufacturing, plastic molding, trucking, contract machining and tooling, electrical contracting, professional employer organizations and chemical blending/packaging/distribution, publishing, and consulting services. His practice is focused on adding value by concluding transactions that meet his client’s objectives, even in complex, difficult or troubled situations. As an extension of his practice, Tom often works with owners and their professional advisors to develop succession plans and exit strategies including implementation of ESOPs, Management Buyouts and other special strategies.

As a specialist in changing business environments, Tom brings to his practice turnaround and operating expertise. As Executive Director of Universal-Automatic Corporation, an integrated manufacturer of automated secondary application machine tools; he assembled and led the management team that completed a successful operational turnaround in a post acquisition environment. Previously, he held various marketing and sales leadership positions over a highly successful twenty-year period at a $500 million metals distribution company headquartered in the Midwest.

Tom has been awarded the designation of Master Merger and Acquisition Intermediary (M&AMI) by the nationally recognized M&A Source organization. He has also achieved his Certified Business Intermediary (CBI) certification from the International Business Brokers Association. He is a member of the Association for Corporate Growth, the Turnaround Management Association, and currently serves on the Board of Directors of the Midwest Business Brokers and Intermediaries association. He received his Masters of Business Administration from Lake Forest Graduate School of Management and his Bachelor of Arts from Wittenberg University.




Saturday, September 19


7:30 am to 8:30 am - BOD Meeting  

8:00 am to 9:00 am - Registration, Continental Breakfast, Networking - Welcome/Opening 

9 am to 10:30 am - "Deal Financing in Today's Market - When Banks Lend Less" - A Panel discussion with 3 speakers - Mark Pompeo SBA lender at Wells Fargo, Self Directed 401k advisor Larry Cardell and M&A pro, Tom Whipple. 

10:30 am to 11:00 am - GenCap Overview followed by a Break 

11:00 am to 12:30 pm - "Selling to Private Equity Groups" - Creative tips from Matt Bradbury on how to effectively work with PEGS along with real world case studies from Copeley Capital and Carousel Partners. 

12:30 pm to 2:00 pm - Lunch and Annual Meeting, Erich Schmid with licensing update 

2:00 pm to 3:00 pm - "Most Probable Selling Price" with Chris Whitener, explaining why MPSP is more relevant than "Fair Market Value" and limits possible liabilities to us deal makers who are not appraisers. 

3:00 pm till whenever - Networking with cookies and coffee

Register for Fall 2009 Conference Online -- Below
 or Mail Check to:
CVBBA
c/o Judy Meinecke
266 Walkers Hollow Trail
Lowgap, NC 27024

336-352-5123


Secure checkout with your
PayPal Account or major
credit card.  (Read and follow
directions carefully)

Solution Graphics

Friday, September 18, 2009
IBBA Course #385
"Key M&A Negotiations"
CVBBA and/or IBBA member $200.00
Non-Members $250.00

IBBA Course #385

Saturday Conference, September 19, 2009
CVBBA and/or IBBA Members $50.00
Non-Members $100.00

Saturday Conference

 
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Telephone:
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E-Mail: aclark@hatterasgroup.com

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