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Meet Our Southern Mid-Atlantic Advisors

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

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.

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

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.

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.

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.

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.

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.

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

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

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.

Donna Litke

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


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

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.

 


BEF EVENTS, SEMINARS AND WEBINARS

 


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
View Full Calendar









The Business Exit Forum
Mill Centre Penthouse 3000 Chestnut Ave.
Baltimore, MD 21211
443.965.9251

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