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Session B

Sealing the Deal: Maximizing value and eliminating last-minute hiccups in a sale

Presented By: BDO & Bryan Cave Leighton Paisner LLP

One thing is certain if you’re selling your business: You want to get the most money possible with the least number of challenges in closing the deal. Hear from a group of veteran C-Suite executives and M&A advisors as they offer best practices from the frontlines of dealmaking for pre-transaction planning and the close.


Marie Carlie
Tax Partner

Marie is a tax partner at BDO USA and has over 30 years of tax and business advisory experience serving emerging and middle-market companies. She oversees all aspects of tax engagements and is responsible for the proactive delivery of tax services. She has provided consultation on tax-related issues for individuals and business entities in a variety of industries, including emerging technology and life sciences, manufacturing and distribution, not-for-profit and real estate.


Spencer Finney
Sage Capital LLC

Spencer joined Sage Capital in 2005. Previously, he worked for The Northern Trust Co., providing retirement plan administration and valuation for large corporations. He serves on the board of the Saint Louis Brewery, is chairman of the board of trustees of Villa Duchense and Oak Hill School and is a member of the advisory council of Mission St.

Bill Morgan
Managing Member & Owner
Process Control Solutions, LLC

Bill currently owns and operates a turn-key provider of systems integration services and distributor of process equipment in the Midwest. Prior to PCS, he purchased the assets of a distressed St. Louis based manufacturing company which he later sold after a complete turn-around. Additionally, Bill was a senior executive for a diversified, privately held middle market manufacturing company having key roles in Corporate Operations and serving on the Executive Staff of various business units within the portfolio. He has an MBA from the University of California and has been a board member for multiple businesses.

Robert Newmark
Managing Partner
Bryan Cave Leighton Paisner LLP

Bob is a partner with Bryan Cave Leighton Paisner LLP, a leading global law firm with 1400 lawyers in 30 offices across the globe. Mr. Newmark concentrates his practice in the areas of business and transactional counseling. Mr. Newmark has experience representing primarily closely held businesses and their owners in a range of transactional matters, including mergers and acquisitions, general commercial counseling, joint ventures and strategic alliances, cross-border structuring, and issues arising under federal and state securities laws. He also counsels business owners and their families on business succession and estate planning, employing highly sophisticated techniques and concepts. Clients include investment partnerships, private equity firms and financial institutions, and he has considerable experience representing portfolio companies of these firms. He counsels companies in a number of industries, including manufacturing, finance, nutritional supplements, retail/luxury and telecommunications. Mr. Newmark is also Managing Partner of the St. Louis office of his firm.

Conference Location

1 S. Broadway
St.Louis, MO 63102
Tel: (314) 421-1776