Palm Beach: (561) 882-1331
Orlando: (321) 251-1862
Atlanta: (404) 478-6415
Email Us"CREATING CORPORATE GROWTH, IN TOUGH TIMES"
President Country Club
2300 Presidential Way
West Palm Beach, FL
561-686-4700
Panelists Include:
John Caple, Managing Director - Comvest
Scott Saunders, Managing Director - Farlie Turner
Kevin Lamb, Shareholder - Gunster
JOIN US Wednesday, February 15, 2012
5:30PM - 8:30PM
Abacoa Golf Club
105 Barbados Drive
Jupiter, FL 33458
Angel Forum of Florida is a Not-For-Profit Organization that facilitates interaction between individual investors and local entrepreneurs through Member networking and our monthly meetings and presentations.
Sponsors: RM McGladrey, BNY Mellon & the Law firm of Gunster Yoakley
Location: Woodfield Country Club, Boca Raton
Date: October 14, 2010 8:00-1:00 PM
Topic: "Plan Your Exit from Business Ownership"
Presenters: John Majer, RM McGladrey, James Davis, Gunster Yoakley,Tim Goering, BNY Mellon, Elyssa Kupferberg, BNY Mellon & Chris Curtin, Bankers Advocate
Sponsors: Hoyman Dobson, CPA & the law firm of Hayworth, Chaney & Thomas, PA
Location: Melbourne-Palm Bay Chamber of Commerce, Melbourne
Date: October 22, 2010 8:00-1:00 PM
Topic: "Plan Your Exit from Business Ownership"
Presenters: Barbara Oswalt, Hoyman Dobson CPA , Stephen Thomas, Hayworth, Chaney & Thomas, PA & Chris Curtin, Bankers Advocate
Sponsors: PNC Business Credit, Mesirow Financial & the Law firm of Gunster Yoakley
Location: Gunster, Yoakley & Stewart PA, Fort Lauderdale Office
Date: November 11, 2010 8:00-12:30 PM
Topic: "How to Buy a Distressed Company"
Presenters: Chris Griffith, PNC Business Credit, Kevin Lamb, Gunster Yoakley, Susan M. Smith, Mesirow Financial, & Chris Curtin, Bankers Advocate
“Marine Assistance Industry in Transition -
Adding Value in a Changing Market”
January 24 - 26, 2011
Renaissance Long Beach Hotel, Long Beach, CA
THE 24TH ANNUAL C-PORT CONFERENCE WILL FOCUS ON YOUR BUSINESS AND ADDING VALUE DURING THESE CHALLENGING ECONOMIC TIMES. SOME OF THE SESSION HIGHLIGHTS INCLUDE:
PLANNING YOUR EXIT STRATEGY – How to position your business now for a successful exit later. This session will speak to everyone regardless if you have just started your business journey or if you are looking for retirement. Our speaker is Chris Curtin, Founder of Bankers Advocate Group. His consulting experience has afforded him the ability to assist others in “solving problems, creating greater value and assisting business owners in achieving their goals.”
Sponsors: Cross, Fernandez & Riley LLP and Gray Robinson PA
Location: The Club at Eaglebrooke, 1300 Eaglebrooke Blvd Lakeland, FL 33813
Speakers: Chris Curtin, Bankers Advocate www.BankersAdvocate.com
Steve Crisman, Cross, Fernandez, & Riley, LLP www.cfrcpa.com
David Hallock, Jr., GrayRobinson, P.A. www.gray-robinson.com
Time: 7:30am - 12:30 pm
Note: This Program has been accepted by the CFP Board for 3 continuing education credit hours.
Join the TMA Florida and the Angel Forum of Florida for a joint presentation
Environment for Entering & Exiting Angel & VC Investments
Cocktail Reception 5:30 pm - 6:30 pm
Presentation: 6:45 - 7:30 pm
Wednesday, April 20, 2011
Marriott Boca Raton at Boca Center
5150 Town Center Circle
Boca Raton, FL 33486
954-653-2484
An Exclusive Seminar for Accredited Investors...
Florida is awash in Start Up companies that need Angel Seed Money. Have you thought about angel investing but weren't sure whether it was right for you or how to get started? Or have you dabbled in Angel Investing with disappointing results? This factual and hard hitting 4 hours will give you the information you need to target, mitigate risk and close on an angel investment.
Learn from Seasoned Professionals how to:
• Equity or Debt or Both?
• Protect Yourself from Hidden Liabilities…
• Who controls the Intellectual Property…?
• Key Value Drivers and How to maintain them through the Process…
• Dealing with Founders and what is Our Exit Strategy?
• AVOID TAX & LEGAL PITFALLS in the Process…
Date & Time: April 21, 2011 | 8:30am-1:00pm
Location: Doubletree Hotel & Executive Meeting Center
www.doubletreepalmbeachgardens.com
4431 PGA Boulevard
Palm Beach Gardens, FL 33410
561-622-2260
We are excited about our new partners, location and format for our May seminar in Orlando. Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting 4 hours will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.
Learn from Seasoned Professionals how to:
• Structure your business for a Successful Exit…
• Continue to Grow and Maintain Normal Business Operations…
• Pre-transaction Wealth Planning in an Uncertain World…
• Deal with Confidentiality Issues….
• Receive Maximum Post Tax Value for your Business…
• Know the Types of Buyers and their Value Drivers…
• How to Sell or Transfer to Family/Key Employees…
• Avoid Tax and Legal Pitfalls in the Process…
Note: This and all our programs have been accepted by the CFP Board for 3 continuing education credit hours.
Location:
UCF Executive Development Center 36 West Pine Street Orlando, FL 32801
Speakers:
Chris Curtin, Bankers Advocate www.bankersadvocate.com
Rick Klahsen, McGladrey www.mcgladrey.com
Stefan Rubin, Shutts & Bowen www.Shutts.com
Date: May 5, 2011 Time: 8AM-12:30PM.
Course material and breakfast included...
An Exclusive Seminar for Potential Buyers and their Advisors
Florida is awash in troubled companies that make tempting targets, but no one wants to catch a “falling knife”. This factual and hard hitting 4 hours will give you the information you need to target, mitigate risk and close on the purchase of a distressed company.
Learn from Seasoned Professionals how to:
• Asset versus Stock Sales & When to Use the Bankruptcy Courts…
• Protect Yourself from Hidden Liabilities…and Bad Assets…
• Funding Issues and How to Mitigate them….
• Key Value Drivers and How to Maintain them through the Process…
• What Employees/Founders to Keep and Why…
• AVOID TAX & LEGAL PITFALLS in the Process…
Chris Curtin, Bankers Advocate www.bankersadv.com
Tim Pruban, Focus Management www. focusmg.com
Frank Mock, Lowndes, Drosdick P.A. www.lowndes-law.com
Mark Hughes, Comvest www.comvest.com
Suzan Abramson, Lowndes, Drosdick P.A. www.lowndes-law.com
Date|Time: Thursday, May 26, 2011 | 8:30 am to 12:30 pm
Location: The Lowndes Conference Center
Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
215 North Eola Drive
Orlando, FL 32801
Course Material and Breakfast Included
Florida, Georgia [Atlanta], Carolinas, Alabama, Tennessee
Thursday–Friday, June 2–3, 2011
Hammock Beach Resort
200 Ocean Crest Drive
Palm Coast, FL 32137
USA
866-841-0287
Thursday, July 28th, 2011
6:00 pm - 8:00 pm
Abacoa Country Club
105 Barbados Drive, Jupiter, Florida
Sponsored by Bankers Advocate
Plan Your Exit From Business Ownership...
An Exclusive Seminar for Business Owners and their Advisors
Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting 4 hours will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.
Learn from Seasoned Professionals how to:
• Structure your business for a Successful Exit…
• Continue to Grow and Maintain Normal Business Operations…
• Deal with Confidentiality Issues….
• Receive Maximum Post Tax Value for your Business…
• Know the Types of Buyers and their Value Drivers…
• How to Sell or Transfer to Family/Key Employees…
• Avoid Tax and Legal Pitfalls in the Process…
Speakers:
Chris Curtin, Bankers Advocate www.BankersAdvocate.com
John Majer, McGladrey www.mcgladrey.com
Michael Platner, LBBS LLP www.lbbslaw.com
Date: Thursday, September 15, 2011 Time: 8:30 AM- 12:30 PM
Program has been accepted by CFP Board for 3 continuing education credit hours.
Location:
Lewis Brisbois Bisgaard & Smith LLP
200 Las Olas Circle, 200 S.W. 1st Avenue, Suite 910
Fort Lauderdale, FL 33301
Sponsored by: Lewis Brisbois Bisgaard & Smith LLP & McGladrey
Course material & breakfast included...
Call (561) 882-1331 for more information or Register below.
PLEASE RESERVE IMMEDIATELY, SPACE IS LIMITED.
Plan Your Exit From Business Ownership…
An Exclusive Seminar for Business Owners and their Advisors
Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting 4 hours will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.
Learn from Seasoned Professionals how to:
• Structure your business for a Successful Exit…
• Continue to Grow and Maintain Normal Business Operations…
• Deal with Confidentiality Issues….
• Receive Maximum Post Tax Value for your Business…
• Know the Types of Buyers and their Value Drivers…
• How to Sell or Transfer to Family/Key Employees…
• Avoid Tax and Legal Pitfalls in the Process…
Speakers:
R. Matt Schaeffer, Partner, Carr, Riggs & Ingram www.cricpa.com
Chris Curtin, Bankers Advocate www.BankersAdvocate.com
Peter Rivellini, Johnson, Pope, Bokor, Ruppel & Burns, LLP www.jpfirm.com
Date: Tuesday, October 18, 2011 Time: 8:00 AM- 12:30 PM
Program has been accepted by CFP Board for 3 continuing education credit hours.
Location:
Offices of Carr, Riggs & Ingram, LLC
2111 Drew Street, Clearwater, FL 33765
Sponsored by: Carr, Riggs & Ingram, LLC
Course material & breakfast included…
Call (561) 882-1331 for more information or Register below.
PLEASE RESERVE IMMEDIATELY, SPACE IS LIMITED.
Summit Symposium Series 2011
Rollins College, Winter Park, Florida
Tuesday, October 25, 2011
6 PM – 8 PM
The Summit Symposium Series is dedicated to connecting leading professionals with one another, to share insights, best practices and Power Principles.
The Panelists will share meaningful tips regarding how to approach business, growth, and sustainability as we move into a changing future.
How do we:
• Optimize our profits? • Credential ourselves as industry leaders?
• Recruit high-level talent and retain effectively? • Operate “tax efficiently?”
• Create more opportunities for exposure? • Grow our business without “growing broke?”
• Manage changes in law and regulation? • Weather economic downturns?
Attendees will be able to make an impact in their area of expertise, while making connections to create more business or strategic partnerships.
You’re Invited to the 2nd Annual “Foster a Teen’s Holiday Wish”…
…help make a foster teen’s holiday season a whole lot brighter!
Child and Family Connections (CFC), Palm Beach County’s Lead Agency for child welfare, and Studio E Gallery invite you to an after-hours “friendraiser” to help buy 75- $50 holiday gift cards for local foster youth.
When: Thursday, December 8 at 6:00 PM to 7:30 PM
Where: Studio E Gallery
4600 PGA Boulevard, #101
Palm Beach Gardens, Florida 33418
561.799-3333
Info: Admission is $20 at the door or a $25 or greater gift card from Target or Walmart.
Expect: Yummy holiday bites, one complimentary beverage, door prizes, drawing for a 2-day Celebration Cruise Lines Bahamas trip and more, a 50/50 drawing and beautiful artwork. A percentage of the Studio E Gallery art proceeds sold during the evening benefits CFC’s foster children.
RSVP: Vivianne Hall at 561.352.2459 or vhall@cfcpbc.org
The Angel Forum of Florida and Child and Family Connections is proud to announce our Holiday mixer. Angel forum is the premier non profit in northern Palm beach county facilitating entrepreneurs introduction to Angel Investors, CFC is the lead non-profit in charge of the 1200 children in Foster care in Palm Beach county. This event serves as a great networking event for those interested in Angel Investing while helping Palm Beach Foster teens have a great Christmas!
When:
Tuesday, Dec 13, 2011 6-8pm
Where:
Pistache French Bistro
101 N. Clematis Street
West Palm Beach,, FL 33401
Plan Your Exit From Business Ownership…
An Exclusive Seminar for Business Owners and their Advisors
Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting 3 hours will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.
Learn from Seasoned Professionals how to:
• Structure your business for a Successful Exit…
• Continue to Grow and Maintain Normal Business Operations…
• Deal with Confidentiality Issues….
• Receive Maximum Post Tax Value for your Business…
• Know the Types of Buyers and their Value Drivers…
• How to Sell or Transfer to Family/Key Employees…
• Avoid Tax and Legal Pitfalls in the Process…
Speakers:
Jennifer Spooner, Cross, Fernandez, & Riley, LLP www.cfrcpa.com
Chris Curtin, Bankers Advocate Group www.BankersAdvocate.com
Stefan Rubin, Shutts & Bowen, LLP www.shutts.com
Date: Thursday - January 19, 2012 Time: 8:00 - 11:30 AM
Program has been accepted by CFP Board for 3 continuing education credit hours.
Location:
The UCF Executive Development Center
36 West Pine Street
Orlando, FL 32801