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Grand Ballroom

Transaction Preparedness: Getting Your Company Ready for Any Type of Deal

Presented By: Ulmer & Barnes Wendling

No matter what type of M&A transaction you’re looking to do, being prepared comes down to three areas--your finances, operations, and people. A group of entrepreneurs and experts offers a deep dive into how to make sure you’re checking the right boxes before you go to market with a deal.

Moderator:

Floyd Trouten
Director
Barnes Wendling CPAs

Floyd is a tax director in the transaction advisory service area. He has been involved in over 335 transactions, including mergers and acquisitions, recapitalizations, redemptions, leveraged buyouts, ESOPs, and other structuring formats. His industry focus includes working with manufacturers, distributors, financial service companies, high-tech and software companies, and with private equity/investment companies.

Floyd has extensive experience working with family offices and high net worth individuals and is the lead client service director in this area.

Panelists:

David Black
Partner & Vice-Chair, Business Department
Ulmer & Berne LLP

David routinely advises clients in M&A transactions with a focus on buy-side transactions. As a partner with Ulmer & Berne LLP, David coordinates his transaction and finance background and his partners’ strengths in tax, ERISA, real estate, and other key areas with the clients’ accountants and other professionals to deliver results to his clients.

Jim Pshock
Founder & CEO
Bravo
Greg Schuster
President & CEO
OMCO

Conference Location

24 Public Square
Cleveland, OH 44113
Tel: (216) 696-5600