Wednesday, May 14, 2025
Program: 9:00am-11:30am
Lunch: 11:30am
Overbrook Golf Club | Villanova, PA
Kreischer Miller's Brian Sharkey, Director-in-Charge, Transaction Advisory and Business Valuation, will be participating in this upcoming panel discussion hosted by Falcon Capital Partners LLC.
This program is designed for CEOs of lower-middle-market private businesses and will address strategies for navigating tariffs, driving growth, and preparing for exit in 2025. It will include interactive segments and a Q&A session followed by lunch.
Agenda items:
- Macroeconomics and Market Overview
- Financial Preparation for Growth and Exit
- Positioning and Growth Story
- Legal Preparation for a Transaction
Panelists:
- Mark Gaeto, Managing Director, Falcon Capital Partners
- Terry Kerwin, Partner, Fox Rothschild
- Scott Repke, Principal, Bernstein Private Wealth Management
- Brian Sharkey, Director-in-Charge, Transaction Advisory and Business Valuation, Kreischer Miller
