Preparing Yourself Financially—and Mentally—For the Sale of Your Company
Presented By: Twelve Points Wealth Management / United Cutwater
Most entrepreneurs aren’t ready for an exit. Not only is it a major event for your company and your family, but for entrepreneurs and owners an exit creates a challenging shift in your mental state. Join a panel of executives and M&A advisors as they explore two major questions every owner must face: If you’re ready, what’s next? And if you’re not ready, how do you build to where it—and you—are ready to reap the liquidity benefits to meet your financial and personal readiness plan?
Moderator:
CEO & Wealth Advisor
Twelve Points Wealth Management
Dave Clayman's 25 years of experience allow him to help entrepreneurs, like himself, shift their personal financial discussions from really big numbers to surprisingly small ones... how many moments we have in life that take our breath away. Coordinated planning allows Dave's clients to measure their 3 key gaps...wealth, profit and value... and maximize their enjoyment of a life well planned.
Panelists:
CEO
Focus Technology
As CEO of Focus Technology, Doug sets and executes the firm's strategic plan for company transition and expansion. Since joining Focus in 2015, he’s delivered record revenue growth for the firm, including completing two strategic acquisitions, and winning numerous industry awards from CRN, Inc. 5000, Boston Business Journal and more.
Doug's 25+ year career has been spent entirely in information technology and includes leadership roles with EMC, NetApp and StorageTek. In January of 2022, Doug lead the company through a strategic majority recapitalization resulting in the founder's exit and Doug becoming the current majority owner of Focus Tech.
Doug also sits on the Board of the American Heart Association for the Boston affiliate, has twice chaired the AHA Boston Heart walk and leads the company in many of it's charitable endeavors which Focus Tech is involved in.
Chief Financial Officer
Medisafe
Tyler is a strategically focused operating executive who drives finance, operations, and strategy for growth stage technology companies. Over the past 21 years, he has worked with six venture capital backed software and SaaS companies working with executive teams to accelerate performance, improve capital efficiency and drive to a sell-side exit.
Managing Director
Twelve Points Business Advisors
Leading the team for Twelve Points Business Advisors is Laura Moruzzi. Laura comes to Twelve Points with extensive corporate finance experience in executing Merger & Acquisition transactions and other financial strategic initiatives. She has executed numerous end-to-end Merger & Acquisition transactions involving deal sourcing, preparing confidential memoranda, identifying and contacting potential acquirers, negotiating deal terms, and collaborating with legal, accounting and other advisors to successfully execute transactions.
In addition, she has conducted over 100 business valuations, securities valuations, and intangible asset valuations for companies across various industry sectors, including business services, consumer products and services, food manufacturing and distribution, industrial products, medical devices, and technology and telecom. She has also advised Boards of Directors and special committees on corporate finance decisions and has served as a non-voting board participant for both public and privately-held companies.
CEO
United Cutwater
Christopher Riley has more than 30 years’ experience owning and operating over a dozen businesses in 10 different industries. His personal experiences buying and selling businesses, negotiating transactions with dozens of accountants, attorneys and other professionals, combined with his investment banking work in New York, causes his M&A transactions hit optimum values where the industry lets business owners leave 20%-30% exit value on the table.