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ORGANIZER;CN=Bryan Valencia:MAILTO:bvalencia@calvettiferguson.com
SUMMARY:THE FENG: Best Practices for CFOs in M&A Transaction Preparation and Execution
LOCATION:ZOOM MEETING\r\nJoin Zoom Meeting\r\nhttps://us06web.zoom.us/j/98496728383\r\nMeeting ID: 984 9672 8383\r\nOne tap mobile\r\n+12678310333,,98496728383# US (Philadelphia)\r\n+13126266799,,98496728383# US (Chicago)\r\nDial by your location\r\n        +1 267 831 0333 US (Philadelphia)\r\n        +1 312 626 6799 US (Chicago)\r\n        +1 470 250 9358 US (Atlanta)\r\n        +1 470 381 2552 US (Atlanta)\r\n        +1 646 518 9805 US (New York)\r\n        +1 646 876 9923 US (New York)\r\n        +1 651 372 8299 US (Minnesota)\r\n        +1 786 635 1003 US (Miami)\r\n        +1 301 715 8592 US (Washington DC)\r\n        +1 669 219 2599 US (San Jose)\r\n        +1 669 900 6833 US (San Jose)\r\n        +1 720 928 9299 US (Denver)\r\n        +1 971 247 1195 US (Portland)\r\n        +1 213 338 8477 US (Los Angeles)\r\n        +1 253 215 8782 US (Tacoma)\r\n        +1 346 248 7799 US (Houston)\r\n        +1 408 638 0968 US (San Jose)\r\n        +1 602 753 0140 US (Phoenix)\r\nMeeting ID: 984 9672 8383\r\nFind your local number: https://us06web.zoom.us/u/kew0LoB3QG\r\n\r\nContact:\r\nBryan Valencia\r\nThe Woodlands Co-Chair\r\nbvalencia@calvettiferguson.com
DESCRIPTION:Topic:&nbsp;Best Practices for CFOs in M&amp;A Transaction Preparation and ExecutionSpeaker:&nbsp;Rick Wilson, Managing Director, Crutchfield CapitalCPE credit: 1.0Prerequisites/advance preparation: NoneAgenda:- 7:30 am – 7:45 am: Chapter Announcements and Self-Introductions- 7:45 am – 8:45 am: Speaker's Presentation- 8:45 am – 9:00 am: Networking&nbsp;Presentation:a. Course Contents: The presentation will cover:&nbsp;&nbsp;- How a CFO should prepare in advance for a sale process to ensure the best outcome for the seller;- Working with an investment banker;- Making a sell-side quality of earnings decision;- Constructing the financial model and developing the “story”;- Key value drivers for private equity sponsors;- Closing and post-closing challenges.b. Learning Objectives:&nbsp;Gain an understanding of what a CFO should know to enable the best outcome in the sale of a business.&nbsp;Speaker's bio:Rick has more than 30 years of experience assisting clients in achieving their financial and strategic objectives. He has advised more than 100 companies in seller representations, buyer engagements, and valuation and litigation assignments in both growth and distressed situations. His industry experience includes diverse sectors such as human capital services, energy services, real estate, financial services, manufacturing and distribution, and other business services.Prior to joining Crutchfield Capital, he was a Managing Director at De Bellas &amp; Co. and GulfStar Group. Beginning his career as a Certified Public Accountant at Ernst &amp; Young, Rick later joined First City National Bank of Houston, where he was a Senior Vice President and Senior Credit Officer responsible for complex debt restructurings, credit and workout policy, valuation, accounting, and regulatory issues. Additionally, he led several large, distressed loan syndicates and was involved in numerous bankruptcies, foreclosures, and restructurings of both public and private entities.Rick holds a B.S. in Accounting and an M.S. in Finance from Louisiana State University. He is licensed with FINRA as a General Securities Representative, a General Securities Principal and a Financial and Operations Principal.&nbsp;&nbsp;Rick Wilson, Managing Director, Crutchfield Capital
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