Preparing For The Liquidity Event
Presented By: Merrill Lynch / Marsh Creek Advisors
How can you ensure you’re prepared to get the most bang out of what likely will be the largest deal of your life—a liquidity event from either the sale or partial sale of a company? And what should you be thinking about as you plan for your family’s financial future? Hear from an entrepreneur and a wealth management specialist on what it takes to get a solid plan in place—and how long in advance of any transaction you should start planning.
Moderator:
Senior Resident Director/Managing Director
Merrill Lynch
Tom has spent the last 22 years at Bank of America/Merrill Lynch where he considers himself an “Intra-Preneur”. He is the founder of a 9 person boutique within the company called Singh & Associates.
He and his team specialize in pre-exit planning for business owners looking to sell their company in 12-36 months. By using their Proprietary financial Modeling Process, they run various simulations and prescribe strategies to help owners maximize their desired outcome.
He also oversees the Avalon location of Merrill Lynch managing 9 Billion of client assets and has been named the top 13 “Best in State Wealth Advisors” list by Forbes Magazine – 4 years in a row.
Panelists:
Owner
Admark Graphic Systems
In 2017 Tom acquired Admark Graphic Systems, LLC in Charlotte, NC. As the President of Admark Tom has focused on expanding the business to the northeast, diversifying its product and service offering and growing the sales force. Admark prides itself on a Fortune 500 customer list, 15 plus year average tenure of employees, strong supplier/vendor relationships and close ties to the Charlotte community.
Managing Partner
Marsh Creek Advisors
John is a successful cross-functional executive with experience leading and strengthening finance, accounting, and operations organizations. He has held a variety of executive roles including CFO, VP of Supply Chain and Planning, and EVP of Finance and Operations during his 17-year career. In those roles, John served as an integral part of the leadership team that scaled a medical device company and sold it to a private equity firm for 161M. John led integration efforts and was a part of due diligence on all of the companies acquisitions.
John started his career with the accounting firm, Ernst and Young in Atlanta, GA, and has worked with both start-ups and a large private equity-owned medical device manufacturer. He leverages his significant mergers and acquisition experience to help entrepreneurs successfully transition business ownership.
John graduated from the University of Georgia with a BBA in Accounting and holds an MBA from Kennesaw State University. He currently lives in Marietta, with his wife and two daughters.
CEO
Pharos Hospitality
Mr. Watson has over 40 years of experience within the hospitality and lodging industry and has been directly involved in more than 50 hotels as a managing partner and advisor in the development, ownership, and operation of branded hotels primarily with Marriott. He has worked with numerous investors both public and private. Currently, the company sold two hotels in August.