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Session A

Planning for Success in Your Liquidity Event

Presented By: PNC Bank / Womble Bond Dickinson

Times may be changing but preparing for a liquidity event remains one of the most important decisions any entrepreneur or executive must make. Whether it’s good times or bad, how you approach the pre-planning and execution may be the difference between success and failure. Just as important, what steps can you take to de-risk the business before you go to market.

Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.


Scott Anderson
Womble Bond Dickinson

Scott is a business-focused attorney who delivers practical solutions for his clients. Scott listens to his clients’ goals and starts with those in mind. A strategic thinker, he regularly works with private equity principals, business owners and management teams to help them chart efficient paths through transactions, commercial negotiations and board-level decisions. Scott leads executives and deal teams on major transactions and advises businesses as general outside counsel on a daily basis. He has particular depth in technology-enabled business services, education, financial technology, engineering and other professional services. As a former management consultant in the payment systems industry, Scott also regularly works with Queen City FinTech and the Charlotte FinTech Hub.


Jim Benedict
Senior Wealth Strategist, Private Business Strategist, and Senior Vice President
PNC Wealth Management

Jim in in his 30th year working in wealth planning, corporate strategy, and taxation. He provides advice on a wide range of matters related to high-net-worth families, closely held businesses and complex estates. Jim is focused on estate planning, charitable strategies, taxation, equity compensation, retirement planning, and wealth transfer issues. He also works with business owners to integrate exit strategy into the owner’s business, personal and financial goals. Jim is particularly interested in helping families manage the non-financial dynamics associated with wealth. Jim holds an active license in North Carolina as a Certified Public Accountant, and he is a Certified Financial Planner™ professional. He also holds the Certified Exit Planning Advisor designation. Jim earned a Bachelor of Science in Business Administration with concentrations in Accounting and Managerial Law from the University of North Carolina at Chapel Hill.

Greg Higgs
Fab Fours Inc.

Greg is the original founder of Fab Fours, an automotive aftermarket manufacturing company. Just months out of college in 2003, Higgs met an investor and never looked back. Originally intended to be a innovative brand with an outsource strategy, the company quickly had to vertically integrate to control quality and delivery. With a decade of annual double digit growth, Fab Fours now produces 100% in house in our 146,000 square foot facility, leading the North American bumper market by all metrics.

Sam Houston
Finance Director & Controller
Warn Industries, dba Fab Fours

Sam is the current Director of Finance for Warn Industries in Lancaster. He was the CFO of Fab Fours, who sold substantially all of their assets to Warn earlier in 2021. Prior to that, Sam held positions with Forest2Market in the Charlotte area including CFO and COO. Before that he spent 20 years with MeadWestavo culminating as the CFO of the Forestry Division where he helped transform that business into a Real Estate Development business.

Joey Osborne
Former CEO
Mosquito Authority



Conference Location

Dealmakers Conference
Charlotte, NC
Tel: (800) 988-4726