A good business planning documents have a clear business exit plan that outlines your most likely exit strategy from day one. It may seem odd to develop a business exit plan this soon, to anticipate the day you'll leave your business, but potential investors will want to know your long-term plans.
This meeting is being sponsor by Encore and Markham Norton Mosteller Wright & Company, P.A.
Our Emcee
Kristyn Wellesley, SWFL Regional Breaking News Editor – USAT Network-Florida Health, Business Editor – Naples Daily News Kristyn manages a team of breaking news, health and business reporters across Southwest Florida for the USAT Network-Florida, Naples Daily News, and Ft. Myers News-Press. She is a graduate of Ball State University and City University London.
Our Panelists
Lynn Rasnake, Tax Manager at Markham Norton Mosteller Wright & Company is a graduate of Florida Gulf Coast University with a Bachelor of Science degree in Accounting and a Master of Accounting and Taxation degree from the University of Phoenix. Lynn’s areas of expertise include business consulting, individual and business taxation, as well as consulting with construction companies and medical and dental practices. She works closely with businesses to help them grow and improve their profitability, no matter how large or small the organization.
Joe Alter Owner of Sunbelt Business Brokers I am a licensed Business Broker, Business Valuation and Exit Plan expert. My team is spread around S. W. Florida with a variety of areas of expertise. I focus on owners of privately held Main Street and lower Middle Market businesses with revenues under $30MM. I have been advising business owners around the globe for 16 years, identifying buyers and successfully closing transactions. I have a special expertise in selling highly profitable Internet, Ecommerce & SAAS Businesses that can be run from anywhere. With my background in running global Fitness Equipment companies, I understand the goals and dreams of today's Entrepreneurs. Please reach out to me for a free, no obligation consultation.
Bill Blevins is the Senior Commercial Lending Officer for Encore, a part of Lake Michigan Credit Union of Florida. He is responsible for managing the commercial lending team in Southwest Florida. A thirty-year banking veteran, Bill joined Encore in March 2011 after eighteen years with First Union/Wachovia/Wells Fargo and seven years of commercial banking experience in Fort Myers with Bank of America and BancTexas in Dalla He holds a Certified Cash Management (CCM) designation from the Association for Financial Professionals and has earned his series 7, and 63 licenses. He has worked with a wide range of clients from one million in sales to two hundred million in sales by providing solutions with credit, deposit, investments, financial planning, leasing, retirement services, and treasury services.
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