Invitation-only CEO Gatherings
|
Building and Selling Your Company
Join us for peer-to-peer discussions designed for CEOs running small to medium sized companies in New England. We have invited speakers with compelling stories. Each gathering includes dinner, speakers, and discussion.
New Date – January 11, 2012: Building and then Selling a New England Food Company
Register
- Time: 5:30 – 8:30 p.m.
- Place: Aloft Hotel, Lexington, MA
Kick-off Speaker: Jerry Shafir, founder and CEO of Kettle Cuisine (Chelsea, MA). After 25 years of doing every job and building the business, last month Jerry achieved a brilliant culmination, in a deal with Arlon Capital Partners, the investment arm of Continental Grain.
Discussion Points:
- Should I build my company with the explicit goal of selling it?
- Impact of a board of directors with outside members
- M&A intermediary’s role
- Preparing for a sale—five years, two years, one year, and six months beforehand
- Choosing when to sell
- Fielding unsolicited inquiries from acquirers and intermediaries
- Navigating the intense phase of buyer vetting and deal negotiation.
|
What clients are saying: "Jim is not only a very experienced CFO, who is able to address the strategic needs of my business and ensure that a solid financial plan is in place, but also an invaluable advisor, who askes the unasked questions and challenges the management team to stay focused on the longer term needs of the company."
- Edwin Hastings, Managing Director and President of OHO Interactive
"Jim's role is similar to that of a CEO advisor. He helps me set goals for myself as CEO and helps me focus my attention on achieving those goals."
- Jerry Shafir, CEO of Kettle Cuisine
"Jim built our first forecasting model and we use it constantly to know where we've been, where we are and where we are going. He has a very effective way of taking the management team through a monthly review of business performance, drivers and near-term outlook."
- Sandra Serkes, CEO of Valora Technologies
"What sets Jim and his staff apart is their experience working with start-up companies. Jim has a real handle on the issues we are facing, and his performance has been outstanding. He has become an integral part of our management team."
- Dick Green, President of EverFile
|
