Maximizing the Value of Your Business:

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Save the dateOctober 22, 20244:30 PM - 6:30 PM (EDT) Add to Calendar

Venue Location

Del Frisco's Double Eagle Steakhouse

236 Perimeter Center Pkwy NE Suite 120
Dunwoody, Georgia

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Organizer

Organizer: Dunwoody Perimeter Chamber

Phone: +17702563541

Contact Person: Penny Forman

Email: penny@perimeterchamber.com

Event Details

In today's ever-evolving business landscape, it's essential for business owners to consider the value of their companies well before planning an exit strategy. Whether you plan to sell your business or keep it within the family, financial preparedness is key to maximizing its value. This event will delve into the critical strategies you can implement now to boost your company's worth, including enhancing operational efficiencies, increasing profitability, and aligning business goals with your personal aspirations—especially in light of increasing life expectancy.

We will discuss the importance of early succession planning, the "success team" of key advisors you'll want to build around yourself as your company matures, and how to ensure your business is ready for any future transition. Learn how to proactively enhance the value of your business, regardless of your eventual exit timeline, to ensure long-term success and stability for you and your company.

Key takeaways include:

Identifying actionable steps to increase your business's market value.
Aligning personal goals with business planning for a more secure future.
Preparing your business for a smooth transition, whether you plan to sell or retain ownership.
Leveraging your business valuation to impact your growth strategy.

Pre-Registration:

Required for attendance; walk-ins will not be accepted

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The opinions and information provided by Chamber event speakers are those of the speakers alone
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Agenda

4:30 PM - 5:00 PM
Registration & Networking
Registration & Networking
5:00 PM - 5:45 PM
Pannel Discussion
Pannel Discussion
5:45 PM - 6:00 PM
Q & A
Q & A
6:00 PM - 6:30 PM
Networking & Adjournment
Networking & Adjournment

Speakers

Holly Geerdes, Esq.

Attorney at Geerdes & Associates

Holly Geerdes, Esq.

Attorney at Geerdes & Associates

https://www.gklawgroup.com

Ms. Geerdes received the prestigious: Case of the Year award Four Years in a row for her winning cases in the highest supreme court
Attorney Holly Geerdes was named: Outstanding Lawyer by the State Bar, who governs lawyers in the state.

Thereafter, Ms. Geerdes opened her own law firm specializing in asset protection and estate planning and has been practicing for 20 years.
During her private practice, Ms. Geerdes was named one of the top 14 attorneys under 40 by The Daily Report, the legal newspaper for attorneys and judges.

She was also named Super Lawyer under 40 voted by the legal community, attorneys and judges in the State where only the top 2.5 percent of attorneys under 40 in are selected.

Ms. Geerdes was selected as top 100 trial lawyers in the nation by the National Trial Lawyers Association.
She was also named 25 most influential Asian American
Awarded super lawyer.

Ms. Geerdes was also named top 2.5 percent best lawyer from 2018 through 2022, in the area of estate planning, tax planning, and asset protection, voted by judges and attorneys.

Attorney Geerdes continues to be sought out to train lawyers, CPAs, and Financial Advisors nationwide in estate planning and asset protection. Attorney Geerdes law firm has offices across the United States with the headquarters in Alpharetta, Georgia.

Denise Kennedy

CFO Navigator at Maudlin & Jenkins

Denise Kennedy

CFO Navigator at Maudlin & Jenkins

Denise Kennedy, CPA, is a CFO Navigator with Maudlin & Jenkins. With over 15 years of experience as a Chief Financial Officer for privately held organizations, Denise has a proven ability to drive growth. In one notable role, she helped scale a company from $5 million to $55 million in just six years. Prior to her CFO roles, she was a Vice President and corporate loan officer at BB&T (now Truist).

Denise began her career in public accounting, gaining valuable experience in both audit and tax. She holds an undergraduate degree in accounting from Indiana University of Pennsylvania and is a Certified Public Accountant (CPA) in the state of Georgia.

Known for her strategic mindset and expertise in finance and business management, Denise helps organizations achieve sustainable growth and operational excellence. In her role, she optimizes financial processes, implements forward-thinking strategies, and drives impactful changes. Her ability to translate financial data into actionable insights has been instrumental in helping business owners grow both revenue and profit.

Adam D. Marshall, Esq.

Managing Member at Lorium Law

Carl Nicpon

Managing Director of Marsh Creek Advisors

Carl Nicpon

Managing Director of Marsh Creek Advisors

https://www.mcreek.com/

Carl Nicpon was the third-generation owner of a wedding services provider with 14 Atlanta locations and 200 employees. Carl led the effort to sell the 50 year-old business in a private equity roll-up of the industry, and he now uses that first-hand experience in his role as Managing Director at Marsh Creek Advisors, where he helps business owners bring their company to market and negotiate a successful exit.

Carl is also an Adjunct Professor in the Executive MBA program at the University of Georgia and serves on the Board of the Shore Entrepreneurship Center at Kennesaw State University. He holds the gold standard designation of Certified Exit Planning Advisor. Carl lives in Dunwoody with his wife Lyn, and they have two boys who attend Georgia Tech.

O. Tom Singh

Managing Director| Senior Resident Director | Private Wealth Advisor of Merrill Private Wealth Management Singh & Associates

O. Tom Singh

Managing Director| Senior Resident Director | Private Wealth Advisor of Merrill Private Wealth Management Singh & Associates

https://advisor.ml.com/sites/ga/avalon-alpha/singh-and-associates

Tom is a seasoned financial advisor with 23 years of experience, specializing in Wealth Management for Business Owners, C-Suite Executives of publicly traded companies and other high net worth individuals. He began his career with Merrill while attending the University of Florida and has been recognized on named to the 2024 Forbes “Best in State Wealth Management Advisors” list* and the 2024 Forbes “Best-in-State Wealth Management Teams” list**.

Tom leads a highly skilled team of eight individuals dedicated to delivering exceptional financial strategies and services. As of May 1, 2024. his team is part of Merrill Private Wealth Management, where they focus on managing relationships with high-net-worth clients, typically with assets of $10 million and above. They focus on preparing business founders nationwide for successful company sales using a proprietary financial modeling process.

Tom's leadership journey includes becoming a Resident Director in 2008 and later overseeing one of Merrill’s largest offices not run by a Market Executive.
His commitment to excellence and community service underscores his dedication to both his clients and his community.

Sponsors and Partners

Community

Connect with 17 people attending this event

AGJNWT

Tickets

General Public

$35

Chamber Member

Member Price $25

Event Sponsor

Logo Placement on Event Invitation: Sponsor’s logo featured on digital event invitations.

Recognition from the Podium: Verbal acknowledgment of the sponsor during the event by the host or emcee.

Social Media Mentions: Sponsor recognition through event-related social media posts before and after the event.

Logo on Event Program: Placement of the sponsor’s logo in the event program, if applicable.

Website Recognition: Acknowledgment of sponsorship on the event page of the organization’s website, with a clickable logo or name.

Email Marketing: Sponsor mention in promotional emails sent out to event participants and mailing lists.

Networking Opportunities: Access to networking opportunities with attendees at the event.

8 Complimentary Event Tickets: Sponsor receives eight complimentary tickets to the event, providing an opportunity to invite clients, colleagues, or guests.

$500

Strategies for Long-Term Success Whether Selling or Keeping Your Company

Registration & Networking

Registration & Networking

Pannel Discussion

Pannel Discussion

Q & A

Q & A

Networking & Adjournment

Networking & Adjournment

Holly Geerdes, Esq.

Attorney at Geerdes & Associates

Denise Kennedy

CFO Navigator at Maudlin & Jenkins

Adam D. Marshall, Esq.

Managing Member at Lorium Law

Carl Nicpon

Managing Director of Marsh Creek Advisors

O. Tom Singh

Managing Director| Senior Resident Director | Private Wealth Advisor of Merrill Private Wealth Management Singh & Associates

Organizer

Event Partner

Event Sponsor

Connect with 17 people attending this event

General Public

Chamber Member

Event Sponsor