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WEBINAR: Exploring and Evaluating Opportunities in Today’s Market – Successful Strategies for Identifying and Pre-Qualifying Buyers

Gettry Marcus CPA, P.C. is Pleased to Present
Exploring and Evaluating Opportunities in Today’s Market
Successful Strategies for Identifying and Pre-Qualifying Buyers

Thursday, May 11, 2023 | 12:00 p.m. – 1:00 p.m.

Webinar Description

You’ve been receiving unsolicited calls and e-mails from business brokers on a regular basis who claim that they can sell your business for tens of millions of dollars. In many cases, they are making these representations without ever being given any financial information about your business. Yet you are curious to hear more, but just not sure how or if you should proceed. You recognize that “going down the road” with the wrong buyer will be disruptive to your business.

Gettry Marcus’ M&A Transaction Advisory Services Group invites you, as part of its continuing M&A Webinar series, to attend their upcoming webinar Exploring and Evaluating Opportunities in Today’s Market. Join us for an interactive discussion with a family business owner and the transaction advisor who advised his family in what ultimately led to the successful sale of the family business. In this webinar, you will learn how to utilize a strategic and structured approach to identify and pre-qualify buyers; an approach that will help you target only those buyers that will likely be a good fit for you and that have the financial wherewithal to invest in your business.

Moderator

Lee Ferber, CPA, is partner-in-charge of Gettry Marcus’ M&A Transaction Advisory Services and Health Care Consulting Groups. He has been a Partner with Gettry Marcus CPA, P.C. since 1999. As partner-in-charge of the firm’s M&A Transaction Advisory Services Group, he works collaboratively with business owners and their management teams, advising in all phases of the sale of their business, from early-stage planning through final transaction execution.

Panelists

Brett Epstein, is a former owner and operator of Jet Line Products, a family-owned B2B wholesale distributor of swimming pool supplies, equipment, and chemicals established in 1971. With his partners, he helped grow the business significantly during his 16 year tenure. In late 2020, Jet Line was acquired by Pool Corporation (NASDAQ: POOL). Brett played an integral role in the diligence and sale process. As a seasoned entrepreneur, Brett is now seeking deal opportunities across multiple industries for his next chapter. 

Warren H. Feder is a Senior Partner and co-founder of the investment banking group at Carl Marks Advisors. Having owned, operated, and sold his own businesses in the past, Warren truly understands the significance of sale and financing transactions to his entrepreneurial and family business clients and works tirelessly to close the right deals with the right partners at the highest values. Bringing an ownership mindset and investor acumen to each situation, Warren has executed many middle-market sales, financings, and recapitalizations in a variety of sectors, including food, personal products, energy services & infrastructure, home furnishings, manufacturing, marketing services, financial services, business services, building products, distribution, and healthcare.

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