Succession/Exit Planning & Strategies
Please join the Charlotte CFMA Chapter for the lunch and presentation on Succession/Exit Planning & Strategies.
Join us for a discussion on succession planning (including sale to third party, transition to next generation of family, ESOP, and more) and a merger and acquisitions market update.
Date: Wednesday, March 20th, 2019
Schedule: 11:15am Registration and Networking
Location: Byron’s South End, 101 W. Worthington Ave, Suite 180
Cost: Before Friday, March 15th, Member $30/Guest $40
After Friday, March 15th, Member $35/Guest $45
Questions: Contact, Jennifer Wagner 704-609-4489
Nick Kendall, Partner
Johnston, Allison & Hord
Nick has been with the firm since 2003. He serves as counselor and advisor to business owners and boards of directors, as well as personally handling all aspects of acquisitions and sales, corporate finance transactions (from structuring through negotiations, key documentation and supervision of closings). He represents large institutional clients, middle market companies, entrepreneurial businesses in a variety of matters, including mergers, acquisitions, dispositions, restructurings, strategic alliances, ownership succession matters, and other sensitive matters through every life stage of a business.
For Nick’s complete bio, please visit http://www.jahlaw.com/attorneys_bio.php?attorney=J._Kendall
Gary Parker, CFA, Managing Director, Corporate Finance
Gary is a founding member and Managing Director of GreerWalker Corporate Finance LLC, the investment banking arm of GreerWalker LLP, a 100-person full-service accounting firm in Charlotte. In addition to his fifteen years of experience as a merger and acquisitions and exit planning advisor, Gary offers clients the benefit of professional experience in business valuation, commercial banking and business consulting.
Gary has led significant engagements in a variety of industries. His practice areas include mergers and acquisitions, capital raising, business valuation, and exit planning. His experience spans numerous industries across a wide range of verticals including industrial manufacturing and distribution, wholesale food products, business services, commercial transportation, logistics, healthcare, and consumer products.
For Gary’s complete bio, please visit https://www.greerwalker.com/people/parker-gary/
CPE PENDING APPROVAL
*Please register and complete payment online*
To register online, visit http://charlotte.cfma.org/home and click on the Events Page. Once you click on the event to register.
*CFMA Members or Returning Guests: Use the Blue Button at the top of the page to “Login to see members only content”. You will use your CFMA website ID and password to log on.
**Guests: Please click on the Red “New Users” button to create a website ID.
If you cannot register online, please call the CFMA Charlotte Administrator at 704-609-4489; or email your registration to firstname.lastname@example.org.
Payments should be mailed to CFMA Charlotte, PO Box 31222, Charlotte, NC 28231-1222. Please make checks payable to CFMA Charlotte.
Refunds and Cancellations
Meeting registration must be paid prior to the meeting or at the door. Any cancellation must be made in writing before noon on March 15th, 2019. No-shows and cancellations after March 15th, 2019 at noon will be invoiced.
If you have any questions regarding CFMA, meeting registrations or the cancellation policy, please contact our chapter administrator Jennifer Wagner by phone (704) 609-4489 or by email email@example.com
Please park in the Design Center Parking Deck located at the corner of Hawkins St. and Doggett St. For GPS purposes, please use 240 Doggett St. Charlotte, NC 28203. Bring your ticket inside Byron’s of South End to get your parking ticket validated
**There are available spots across from the building and on the street that are metered spots and cannot be validated.**