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Session C

Lessons Learned from Transitioning Your Business

Presented By: Mueller Prost CPAs + Business Advisors

Succession planning for any business has its challenges. Whether it’s a family business, closely held company or even a business with multiple partner-owners, preparing for a transition requires a hard look at the company long before any sale or transaction. Join a group of entrepreneurs, C-suite executives, and M&A advisors as they talk about how to get your company’s house in order, and lessons learned from making the tough decisions.

Moderator:

Adam Herman
Partner, Chief Visionary Officer
Mueller Prost CPAs + Business Advisors

As a lead partner and Chief Visionary Officer for Mueller Prost, Adam oversees the strategy and direction of the firm, drives profitable growth, and manages the firm’s industry leaders, sales and marketing efforts. Leveraging his extensive experience, Adam helps to lead our transaction advisory and succession planning teams, assisting buyers and sellers in maximizing value and minimizing risk.

Panelests:

Bob McArthur
President & CEO
Johnny Mac's Sporting Goods Stores Inc.

Bob McArthur was the second generation and second President / CEO of a 52 year old family sporting goods business that had 7 retail stores along with 3 sales offices that supported 30 institutional road salesman. Johnny Mac's conducted business in Mo. Il. IN. and MI with approximately 270 full and part time employees.

John Oeltjen
Partner, Risk Management Services
Mueller Prost CPAs + Business Advisors

John is a widely known and respected professional, offering more than 40 years of business leadership and consulting experience. He began his 30-year public accounting career with a “Big 4” firm, where he served as lead partner for the St. Louis Regional Middle Market practice, leading its rapid revenue growth and expansion. John also holds 12 years of experience in the private sector, where his roles included President, Chief Operating Officer and part owner in various manufacturing and distribution businesses that saw significant increases in operational efficiencies and profitability under his watch.

With this unique experience, John is able to leverage his knowledge and experience of internal controls, lean manufacturing and process improvements, along with his expertise in strategy development, corporate finance, information management, and other specialty services to help clients improve their business.  His current areas of concentration include risk advisory and attestation services, merger and acquisition services, corporate strategic planning, transition planning services. process improvement, operational efficiency, and information technology services.

Dave Watkins
Retired
East Balt Bakeries (prior)

Dave is retired, formerly with various CEO, COO and CFO roles, as well as 20 years with KPMG. Dave has Ex-Pat experience running the European Division of Maritz and significant international experience as CFO/COO of East Balt Bakeries covering 13 countries. Dave currently serves on the Private Directors Association Board and the Audit Committee and has other served other Boards prior.

Conference Location

Dealmakers Conference
St. Louis, Missouri
Tel: (800) 988-4726