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Liberty D Session B

Targeted Sales: How to Determine to Whom to Sell Your Business

Presented By: BDO USA LLP & Griffin Financial Group

A panel of entrepreneurs and business advisers explore key questions any owner wrestles with when selling a company, product line or ownership percentage: When should I sell? To whom should I sell? And what do I do next? Three entrepreneurs and two advisers discuss how to analyze the sales process and build a road map for success.

Moderator:

John Lee
Senior Managing Director
Griffin Financial Group

John Lee manages Griffin’s Commercial, Industrial and Services Group. He has 25 years of experience providing merger and acquisition advisory services, private placements of debt and equity capital, and management buyout advisory services for middle-market companies in a wide range of industries. His experience includes sourcing, initiating and managing numerous investment banking transactions for middle-market business and government services, consumer and industrial manufacturing, distribution and technology companies.

 

Panelists:

Ted Karkus
Chairman of the Board, CEO
ProPhase Labs

Ted Karkus, entrepreneur and CEO of ProPhase Labs. He restructured the entire company, turned around and sold the Cold-EEZE Cold Remedy brand for $50 million. He previously financed and advised ID Biomedical, a biotech company, when it was near bankruptcy. The company was eventually sold for more than $1.4 billion. Tufts University Magna Cum Laude 1981, Columbia Business School (MBA) Beta Gamma Sigma Honors 1984.

Frank Lordi
Partner
BDO, USA LLP

Frank Lordi is a partner in BDO’s Advisory Practice with 25+ years of broad experience in finance and operations, auditing, forensic accounting, and risk management. Prior to joining BDO, he founded and served as managing principal of AC Lordi, a boutique management consulting firm, where he oversaw global finance initiatives for numerous clients including due diligence, relocating accounting operations, developing compliance programs, and implementing global HR and financial systems. He has also led various investigative matters for clients including fraudulent reporting, asset theft, and corruption. Previously, Frank worked as a manager in the Emerging Growth Practice at Arthur Andersen. He has served as part-time CFO, strategic advisor, and board member for numerous early stage and growing companies.

John McInerney
Co-Founder & Managing Partner
Hobbs & Towne Inc.

John McInerney is co-founder and managing partner at Hobbs & Towne Inc. He has a deep operational and financial background across multiple industries as a CEO, entrepreneur and private equity/venture capital investor. He heads the Advisory Services Group for Hobbs & Towne, focused on identifying opportunities and implementing its advisory service initiatives that offer significant value to clients.

Conference Location

201 S Christopher Columbus Blvd
Philadelphia, PA 19106
Tel: (215) 521-6500