A Collaborative Approach to
Selling Your Business
Farmers Table
1901 N Military Tr, Boca Raton, FL
Thursday, October 10th, 2024 12:00 PM - 1:30 PM
- 00Days
- 00Hours
- 00Minutes
Value of Your Business at Exit
Are you considering selling your business but unsure where to start? Join us for an insightful session where industry experts will guide you through the key steps to maximize your business’s value and ensure a smooth transition.
What You Will Gain:
Meet Our Expert Speakers
Each speaker brings years of experience guiding business owners through the complexities of selling a business. Learn from their successes and gain valuable insights that could make all the difference in your exit strategy.
Josh Blum
Master Presenter, Sales and Productivity Expert
Josh Blum has worked for nearly 20 years within the professional services and financial services industries and has specialized in retirement planning and lifestyle planning during that time. Josh has worked with thousands of advisors, attorneys and accountants in his career educating them and their clients on how to successfully implement planning strategies to achieve desired outcomes and how to become trusted advisors to their clients.
For more than a decade Josh has provided continuing education to professionals including financial advisors, attorneys, and accountants. Considered a topic matter expert Josh has served as President of the Financial Planning Association of Miami is a published author and currently sits as Chair of the Board of the FPA of Miami.
In addition to the educational services Josh provides and his pro-bono work he is also co-founder and partner in JB and The Doctor and IVOLVE + THRIVE. JB and The Doctor provides soft skills training to professionals to achieve greater productivity, enhance communication and minimize the cost of employee turnover. In IVOLVE + THRIVE, Josh provides consulting services on public speaking, executive presence, and lifestyle and goal planning.
Josh works closely with retirees and their trusted advisors to help preserve their assets, increase their cash flow, reduce risks to their retirement and enhance their lifestyles.
John Zentgraf
Strategy, Business Operations and Management, Exit Planning
John Zentgraf has owned and operated businesses for over 30 years. During that time, he has founded and exited multiple businesses including founding a Private Equity and Investment Banking firm. John also has successfully turned around a large manufacturing company during his career before exiting.
John’s education includes an MBA with a concentration in strategy from Wharton School of Business, University of Pennsylvania. John previously achieved and held the Certified Exit Planner designation (CExP) from the Busine Enterprise Institute one of the highest recognized designations in exit planning available today.
John’s work with owners is focused on building a businesses value, understanding valuation and providing structure for owners to maximize value and exit businesses on their terms.
Jacqueline Hodes
Managing Member at J2advisors
Jackie has years of deal experience allowing her to seamlessly provide her clients with high quality, specialized legal services and strategic advice, including comprehensive deal structuring guidance, and access to a broad range of capital sources and deal resources. Prior to founding J2advisors, Jackie practiced exclusively at large international law firms representing strategic buyers and sellers, private equity fund sponsors, and family offices in complex global transactions with a strong emphasis on groups doing business in the United States, Latin America, and the Caribbean.
Ana Alfonso Pagliery
Management Consultant, Due diligence, M&A, Exits
Ana is the President & CEO of WorkForce Dynamics Consulting & TrineVentures. Her experience spans over 25 years in executive-level settings working for domestic and multinational businesses. In 2017, Ana launched her consulting practice focused on the M&A space. Since then, she has helped clients achieve business success through clarity of strategy, a broad integration approach and an unyielding focus on post transaction scalability.
Ron Krudo
Operations, Marketing Strategy, Finance Management, M&A, & Capital Sourcing
Ron is President and Co-Founder of Equiturn Business Solutions where he has the fortune of collaborating with CEOs and founders across a wide range of industries. At Equiturn, he leads the management consulting and mergers & acquisitions divisions. Equiturn’s primary focus lies in assisting businesses in developing organic and inorganic growth strategies, securing the necessary funds, & strategically allocating these resources to increase their overall enterprise value before they exit. This involves implementing effective marketing strategies, streamlining operations through automation and standard operating procedures, and facilitating expansion through acquisitions.
Reserve Your Spot
event Registration
Join us at Farmers Table in Boca Raton, a venue known for its welcoming atmosphere and excellent service. Enjoy a productive lunch while gaining the knowledge you need to make informed decisions about your business’s future.