How to Control Your Exit On Your Terms With No Regrets
Presented By: Fairport Wealth / Oswald Companies
Uncover the secrets of successful sell-side deals in today's dynamic M&A market. You’ll learn what questions to ask when seeking a buyer, how to secure favorable terms, and the keys to creating effective deal term sheets. Don't miss this opportunity to transform your sell-side journey from stumbles to success.
Moderator:
Sr. Vice President - Private Equity Services
Oswald Companies
Jeff coordinates the analysis of a target company’s exposure to risk in the areas of commercial insurance, employee benefits, retirement plans and life insurance strategies. The group delivers a comprehensive review and understanding of the entire risk profile of the target company; including the insured and uninsured exposures faced by an entity. The group also projects pro-forma costs for the target to allow for reliable financial modeling post close.
Managing Director, Chief Growth Officer
Fairport Wealth
Andrew R. Connors is a Certified Financial Planner™ professional with 20 years of experience in the personal financial management arena. He has experience in advising family business owners how they can align their personal, family and business goals. His mission and purpose is to positively impact the long-term well-being of closely-held and family business owners by helping them create and maintain multi-generational wealth. He is known for his ability to translate complex financial strategies and concepts into understandable, actionable ideas.
Prior to receiving his MBA from the Weatherhead School of Management at Case Western Reserve University, Andrew attended John Carroll University where he earned a B.S.B.A. He earned his Certified Financial PlannerTM (CFP®) designation from the College of Financial Planning.
Panelists:
Chief Marketing Officer
Vytalize Health
Matt is the Chief Marketing Officer of Vytalize Health, a leading value-based care platform helping primary care doctors strengthen relationships with their patients through data-driven, holistic, and personalized care. Vytalize helps over 5,000 providers and manages over $4 billion in medical spending. Matt previously was the Founder and CMO of MedPilot, which Vytalize Health acquired after helping navigate over 1 million patients through their healthcare experience.
President
Turf Care
Mark has over 35 years of industry experience and has played an important role in growing the value of the Turf Care business. Mr. Mangan has served as Chief Operating Officer of the Company since 2015, prior to which he has held multiple leadership positions at Turf Care. He has played a pivotal role in expanding commercial relationships, entering new markets, and developing strategic partnerships.