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Ted Davidson

Company: SPARDATA
Title: Chief Experience Officer
Biography:
Ted Davidson is the Chief Experience Officer at SPARDATA Value Advisors, a business valuation firm in Elkridge, Maryland. He is an Accredited Valuation Analyst (AVA) through the National Association o...    Read more

Available articles::
Articles coming soon.

David Garbarino

Company: Branch Banking & Trust (BB&T)
Title: Senior Vice President
Biography:
Dave is the Senior Vice President and Area Executive for BB&T’s Baltimore City and County Market. He is a member of the Baltimore Metro Region’s Senior Leadership Team. Dave has been with ...    Read more

Available articles::
Articles coming soon.

Ron Everett

Company: Business Valuation Center
Title: Managing Partner
Biography:
Ron has served as a merger & acquisition advisor and corporate valuation expert to more than 3,000 companies since 1984. He has 25+ years of specialized expertise in valuing and pricing companies for ...    Read more

Available articles::
Articles coming soon.

Donna Litke

Company: Brian K. Adams & Associates
Title: CMO
Biography:


Available articles::
Articles coming soon.

Katie Clark

Company: Brian K. Adams Private Wealth Management
Title: Managing Director
Biography:
As a Certified Financial Planner and former Financial Advisor, Katie Clark has over 20 years of experience in wealth management planning and the life insurance industry. She is a specialist in the de...    Read more

Available articles::
Buy Sell Agreements
Key Person
Business Planning

Adam Goddard

Company: Morgan Stanley
Title: Senior Vice President, Financial Advisor
Biography:
More: http://fa.morganstanleyindividual.com/capitolbay/...    Read more

Available articles::
Formulating Your Business Succession Plan

Deborah Diehl

Company: Whiteford Taylor & Preston
Title: Partner, Co-Chair of Business Department
Biography:
Biography: Debbie Diehl is a partner in the firm, a member of the firm’s Corporate and Securities Section, Co-Chair of its Business Department and a member of its Executive Board.  She ha...    Read more

Available articles::
Articles coming soon.

MaryEllen Willman

Company: Whiteford Taylor & Preston
Title: Partner
Biography:
Experience Estate Planning & Administration • Counsels clients in a wide range of wealth profiles and personal circumstances with respect to estate planning and incapacity planning • D...    Read more

Available articles::
Articles coming soon.

Don Sperling

Company: Stein Sperling
Title: Owner, Founding Partner
Biography:
Don Sperling is a founding principal for Stein Sperling Bennett De Jong Driscoll PC, a law firm based in Rockville, Maryland. He thrives on developing innovative and strategic solutions that meet his...    Read more

Available articles::
Articles coming soon.

Mo Jishi

Company: M & T Bank
Title: Group Vice President
Biography:
Mo is a Group Vice President and the Commercial Banking Manager for the Greater Baltimore Region of M&T. He is an active member of the Bank’s leadership and sits on its Baltimore Charitable Comm...    Read more

Available articles::
Articles coming soon.

Marty Fletcher

Company: Whiteford Taylor & Preston
Title: Managing Partner
Biography:
Mr. Fletcher is the Managing Partner of Whiteford Taylor & Preston LLP, a large regional law firm with offices in Maryland, DC. Virginia and Delaware. He is an experienced business advisor, repre...    Read more

Available articles::
Articles coming soon.

Eric Vendt

Company: Whiteford Taylor & Preston
Title: Partner
Biography:
Experience Business and Corporate, Private Equity and M&A Represents small and middle market companies with respect to a broad range of commercial issues including entity formation and plannin...    Read more

Available articles::
Articles coming soon.

Sean McColl

Company: Next Level, USA
Title: VP, Mid Atlantic Region
Biography:
Sean McColl has a wide range of experience in the training and development of people. From recruiting through the hiring, managing and coaching stages, he has been involved in the development of peopl...    Read more

Available articles::
Articles coming soon.

Tom Hicks, III

Company: DiMuroGinsberg, P.C.
Title: Principal
Biography:
C. Thomas Hicks III is a principal with DiMuroGinsberg heading the firm’s business practice with the benefit of more than thirty years business practice experience in Northern Virginia. Mr. Hic...    Read more

Available articles::
Articles coming soon.

Len Miller

Company: Leonard J. Miller & Associates
Title: President
Biography:
Leonard J. Miller, CPA, MBA, CVA, PFS (Shareholder) is the president and founder of Leonard J. Miller & Associates Chartered. Len graduated from the University of Baltimore with a BS in Accounting, Ma...    Read more

Available articles::
Articles coming soon.

John Yetman

Company: Morgan Stanley
Title: Senior Vice President, Financial Advisor
Biography:
More: http://fa.morganstanleyindividual.com/capitolbay/...    Read more

Available articles::
Formulating Your Business Succession Plan

Stuart Welsh

Company: B2B CFO
Title: Partner
Biography:
Stu’s 25+ years of experience as a Vice President of Finance, COO, IT Manager, consultant and entrepreneur gives him an edge on knowing which questions to ask and how to provide the best soluti...    Read more

Available articles::
Articles coming soon.

Wayne Zell

Company: Odin, Feldman & Pittleman, P.C.
Title: Principal
Biography:
Wayne M. Zell is a principal in the firm and a member of the Trust, Estate and Tax Planning and Corporate, Securities, Tax & Finance practice groups. He is also a Certified Public Accountant and ...    Read more

Available articles::
What Investors Really Want
The Realities of Phantom Stocks and SARs
Personal Goodwill
Properly Structuring Earn Outs Save Headaches Down the Road
Directors and Officers Liability Insurance
Insurance Trusts Make Good Sense
Buy sell agreements

John Starling

Company: Smith Growth Partners
Title: Founder
Biography:
John Starling is an accomplished growth strategist, having helped more than 350 businesses improve top line growth since 1999. He works with clients to help them identify and articulate their strategy...    Read more

Available articles::
The Order of Black Belt: Chapter 1
The Order of Black Belt: Chapter 2
The Order of Black Belt: Chapter 3
The Order of Black Belt: Chapter 4
The Order of Black Belt: Chapter 5
The Order of Black Belt: Chapter 6
The Order of Black Belt: Black Belt Test

Doug Smith

Company: B2B CFO
Title: Partner
Biography:
Doug Smith is currently a Partner with B2B CFO®, the country’s largest firm providing CFO services on an as-needed basis to small companies. Doug’s B2B CFO® engagements tap over 30...    Read more

Available articles::
Articles coming soon.

John Rathnam

Company: Rathnam Capital
Title: President
Biography:
John Rathnam is a highly experienced wealth manager with decades of financial industry experience. John obtained his Bachelor’s degree in Economics from the University of Virginia. He spent the...    Read more

Available articles::
Cutting Capital Gains Taxes

Jack Skeen

Company: Skeen Leadership
Title: Owner
Biography:
Dr. Jack Skeen has been leading personal and corporate growth throughout his professional life. For the past 15 years he has coached hundreds of executives in major U.S. companies such as Verizon, Ser...    Read more

Available articles::
Genius white paper

Steve Greenapple

Company: Steiker, Fischer, Edwards and Greenapple, P.C
Title: Partner
Biography:
Steve Greenapple is a principal of SES Advisors, Inc. and a shareholder of Steiker, Fischer, Edwards & Greenapple, P.C. He has represented ESOP plan sponsors, shareholders selling to an ESOP, and...    Read more

Available articles::
8 ESOP Myths Debunked
Using Your ESOP to Acquire a Company
ESOPs in Business Succession Planning
ESOPs A Business Succession Planning Tool Worth Considering

Cliff Webster

Company: CEO Equity Advisors
Title: Managing Partner
Biography:
Clifford Webster is a successful IT entrepreneur, executive, and advisor to business owners in matters of value planning, growth planning, and exit planning. After holding key engineering positions ...    Read more

Available articles::
Articles coming soon.

Scott Meza

Company: Greenberg Traurig
Title: Shareholder; Head - Corporate and Securities Group
Biography:
Scott Meza has over twenty years experience assisting businesses in complex transactions, including mergers, acquisitions and spinoffs of public and private companies and sophisticated equity and debt...    Read more

Available articles::
Maximizing Value in M and A Transactions

Frank Jones, Jr.

Company: Whiteford Taylor & Preston
Title: Partner, Co-Chair of Business Department
Biography:
Experience Frank Jones, a partner in WTP's Baltimore office, co-chairs the firm's Business Services Department, which includes the general corporate, securities, technology and intellectual ...    Read more

Available articles::
Articles coming soon.

Eric Metzman

Company: Metzman & Associates
Title: President
Biography:
Eric A. Metzman Metzman & Associates 8178 Lark Brown Rd., Suite 201 Elkridge, MD  21075   Phone: 443 755-8890 x114 Fax: 443 755-8891 email address:  (emetzman@fina...    Read more

Available articles::
Articles coming soon.

Harvey Wigder

Company: Fulcrum Transitions
Title: Founder
Biography:
After a corporate career in human resource management that included Vice Presidencies at Chase Manhattan Bank and American Express Corporation, Harvey left corporate life in 1986 to form a consulting...    Read more

Available articles::
The Message that is NOT Getting Through
What is the missing ingredient in
Surprising study reframes beliefs about family busines longevity
The advisor's dilemma
Obstacles to exit

BEF EVENTS, SEMINARS AND WEBINARS

  https://topbrokers.com/forex-brokers


November 7, 2013
Profiles in Growth:
Closing the Business Value Gap


Edwin Miller, CEO and Founder, 9Lenses
Edwin is a growth and turnaround thought leader whose proven skills in leadership, motivation, and business model assessment have had tremendous results in companies around the world. He founded 9Lenses to help executives find and resolve gaps in any aspect of their business. Recently named a “Top 12 CEO to Watch” by the Washington Business Journal, he is renowned for high-energy presentations that motivate executive audiences toward transforming their organizations. 

click image below to register


Closing the Business Value Gap
November 7, 2013
7:30 am - 9:30 am
DeVry University
The Becker Room (6th Fl.)
4550 Montgomery Ave.
Bethesda, MD 20814
November 13, 2013
Profiles in Growth:
Closing the Personal Value Gap

 
For the best personal outcome, owners must identify and bridge the gap between corporate value when they first contemplate an exit and value when the actual transaction takes place—not to mention after the sale. The time to dig a well is before you get thirsty, but in the midst of transferring the company’s ownership, personal planning often gets delayed or lost—a dangerous omission. The panel will examine case studies and share the real-world experiences of business owners and their heirs in the post-sale years.


     click image below to register
     

Closing the Personal Value Gap
November 13, 2013
7:30 am - 9:30 am
Teqcorner Entrepreneur Center
1616 Anderson Rd.
McLean, VA 22102



Upcoming Events
October 24, 2013, 3:30 pm - 5:00 pm
Preferred Advisors Meeting and Happy Hour

November 7, 2013, 7:30 am - 9:30 am
PROFILES IN GROWTH: CLOSING THE BUSINESS VALUE GAP

November 13, 2013, 7:30 am - 9:30 am
PROFILES IN GROWTH: CLOSING THE PERSONAL VALUE GAP
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