Pinnacle Equity Solutions San Francisco Bay Area Exit Planning Chapter Meeting
You are invited to join us at a private breakfast on Tuesday, October 18, 2011, for the new San Francisco Bay Area Exit Planning Chapter.
This is an exclusive opportunity to network with successful Bay Areas business leaders, and hear John Leonetti of Pinnacle Equity Solutions and author of Exiting Your Business, Protecting Your Wealth speak. See the ABC interview with John Leonetti here.
Come and see for yourself how you can expand your practice to include exit planning services and meet the founding members of the Pinnacle Equity Solutions San Francisco Bay Area Chapter.
Who Should Attend: Accountants, insurance brokers, business brokers, closely-held business owners, financial planners, attorneys, estate planners, M&A professionals, and anyone else interested in learning more about exit planning services.
Event Details:
Tuesday, October 18, 2011
Wendel Rosen Black & Dean Conference Center
1111 Broadway 19th Floor
Oakland, California 94607
Registration is $45.00 and begins at 7:30 a.m.
You will:
- Surround yourself, meet, and network with other business leaders in the Bay Area community.
- Learn about advanced business exit strategies and succession planning techniques.
- Understand the landscape of service providers when planning a business exit for yourself or for a client.
- Know business valuation basics and agreements required in a deal.
- Stay on top of trends in today’s marketplace.
- Grow your referral base and networking circle.
Fred Lezak, F.T. Lezak Associates
Phone: 925-360-4328
Address: 1480 Moraga Road Suite 354, Moraga, CA 94556
Fred provides Interim CFO and CEO services. He is a professional speaker providing seminars to financial community and keynote and subject content speeches for business conventions and meetings. Fred is an expert advising companies seeking to be acquired on financial and strategic issues
Alan Campbell, B2B, San Jose, CA CFO
Phone: 408-927-9587
Address: 6448 Pfeiffer Ranch Ct., San Jose, CA 95120
Alan has over 30 years of broad-based financial and operational experience. Alan has over 20 years of experience at the CFO, COO and Controller level in a variety of industries, including computer hardware and services, high-tech manufacturing, telecommunications, distribution and insurance.
Alan has also founded, built and sold two successful start-up companies. He knows what it is like to meet payroll and fulfill the many demands placed on the small business owner. Alan considers himself to be a business man first and finance professional second.
Elliot Kallen, President, Wealth Manager and Registered Principal, Prosperity Financial Group
Phone: 925-314-8503 or 925-314-8504
Address: 2333 San Ramon Valley Blvd.Suite 200 San Ramon, CA 94583
Elliot Kallen is a community leader who brings more than 30 years of robust entrepreneurial experience to the financial services industry. He is a wealth manager, registered principal, and co-founder and resident of Prosperity Financial Group. Prosperity Financial Group is a boutique money management firm in San Ramon. They specialize in working with small business owners, busy professionals and forward-thinking retirees who wish to leave a legacy, improve their personal profitability and invest for the future. While living on the East Coast, Elliot built a 2,000-member international organization.
Elliot has also been included in “Who’s Who of Professionals of 2000” and Strathmore’s “Who’s Who of 2007” from working with business owners and affluent retirees. In 2003, Elliot received the Businessman of the Year Award from the NRCC Business Advisory Council in Washington, D.C., and has been featured in The Wall Street Journal.
Edward Wenrick, Vice President at Bernstein Global Wealth Management
Phone: 415-217-8084
Address: 555 California Street, Suite 4300 San Francisco, CA 94104
Edward focuses on research based investment planning and money management for high net-worth individuals, families, and endowments. He has also leveraged Bernstein’s research based investment planning and globally integrated money management platform to provide clients with superior long-term investment success and peace of mind. Mr. Wenrick has also helped to build the most respected private client practice at Bernstein.
Andy McClure, Sherpa Business Development
Phone: 925-683-1685
Address: P.O. Box 2786 Danville, California 94506
Andy personally acts as a virtual Vice President of Marketing and/or Sales for small businesses. He guides the marketing and selling strategy and acts as project leader to execute high-impact programs and practices. This work includes coordinating the strategy efforts of staff as well as outside vendors. Part of Andy’s team includes professional Internet Marketers who increase online sales strategy through powerful online marketing techniques. Andy is a “Rent a VP of Sales and Marketing.”
Stephen P. Tessler, Executive Vice President of Sales at California Bank of Commerce
Phone: 925-444-2933; 925-283-2269
Address: 3595 Mt. Diablo Blvd. Second Floor Lafayette, CA 94549
Mr. Stephen P. Tessler serves as Executive Vice President of Sales at California Bank Of Commerce. Mr. Tessler joined the Bank in August 2007. Before joining the Bank, Mr. Tessler spent three years as Manager of Business Development and Marketing for Diablo Valley Bank. Mr. Tessler serves as the Chairman of Manex, Inc. Mr. Tessler has worked for City National Bank, CivicBank of Commerce and Wells Fargo Bank.
Daniel J. Donovan, Management Consultant at the Donovan Group
Phone: 510-215-1700
Address: Home Office Box 6996 Incline Village, Nevada 89450
Daniel Donovan is a management consultant who brings a broad background and hands-on experience in implementing change to achieve long-term business growth and increased profitability. Over the past several years, Dan has managed the placement of $750 million in new and replacement refinancing, thereby allowing clients to effectively restructure and redirect their companies.
Terence Church, Principal at Morgan Miller Blair
Phone: (925) 979 – 3388
Address: 1331 North California Boulevard, Suite 200 Walnut Creek, CA 94596
Terry Church has more than 25 years’ experience helping a broad spectrum of business and technology clients address and manage their complex licensing and commercial transactions. Terry is the Vice Chair of the firm’s Business & Technology Group and serves as a legal advisor to technology and non-technology clients, ranging from emerging growth to mature companies. He works with clients in securing and protecting trademark, copyright and trade secret intellectual property rights.
Dick Lyons, Attorney and Partner at Wendel Rosen Black & Dean
Phone: (510) 834-6600
Email: rlyons (at) wendel (dot) com
Address: 1111 Broadway, 24th Floor Oakland, CA 94607-4036
Dick, a partner at Wendel Rosen, practices business and intellectual property law. Over his 30-year caree, Dick has handled M&A transactions in a wide range of industries, representing company sellers, buyers and investor. He knows the pros and cons of earn-outs, stock for stock deals, taxable and tax-free structures, covenants not to compete, recapitalizations, sales to employees and other issues specific to M&A.
He believes that a legal adviser must be practical and understand the business realities of a transaction in order to provide effective advice. He is particularly interested in seeing owner/founders be successful when they are ready to sell their companies.
As a co-founder of Wendel Rosen’s Green Business Practice Group in 2000, Dick helped Wendel Rosen become the first certified green law firm in the country. Dick is also a host of The Wendel Forum on KKGN Green 960 AM.
Elizabeth M. Engh, Attorney and Partner at Wendel, Rosen, Black & Dean
Phone: (510) 834-6600
Email: eengh (at) wendel (d0t) com
Address: 1111 Broadway, 24th Floor Oakland, CA 94607-4036
When Liz talks about estates, trusts and tax issues, the legal community listens. So do her many long-term clients who have come to count on her advice during her over 30-year legal career in Oakland.
For years, Liz has been a voice of the Continuing Education of the Bar, lecturing annually on legal changes affecting estate planning. She has also been chair of the Alameda County Bar’s Estate Planning section, and has been active in the State Bar’s Estate Planning Section. Liz is a Certified Specialist in Estate Planning, Trust and Probate Law, certified by the State Bar of California Board of Legal Specialization.
Gary T. Brooks, President of Exit Plan Pros
Phone: (925) 253 – 0777
Address: 120 Village Square Suite #152 Orinda CA 94563
Mr. Brooks has over 25 years experience in the investment banking industry and has completed over 100 transactions. He also has 10 years in financial planning and company management. Mr. Brooks has been directly involved in business valuations, mergers, acquisitions, family and management buyouts, workouts, and turnarounds.
He has also been successful raising capital for growing company clients. Mr. Brooks has participated in all phases of the M&A process including packaging, marketing, negotiating, structuring and financing these kinds of transactions. In 2006, Mr. Brooks founded Exit Plan Pros to capitalize on his experience and offer a vertically integrated exit planning advisory service to mid-sized business owners.
Constance K. Lemon Kosla, Senior Vice President & Manager at California Bank & Trust
Phone: :415-875-1330 and 415-875-1334
Address: 465 California Street San Francisco, CA 94104
Conni Lemen-Kosla currently as senior vice president and branch manager of San Francisco main, as well as manager of private banking for the San Rafael office of California Bank & Trust. She is the regional Manager for the Executive Market Segment for the Business and Personal Banking Division.
Ms. Lemen Kosla overseas the two branches and private banking division in Northern California. Ms. Lemen Kosla also has more than 30 years of banking and financial experience.
Brian Lewis, Senior Vice President
Phone: (925) 253- 5301
Address: 2 Theatre Square Suite 322 Orinda, CA 94563
Mr. Lewis has been with Morgan Stanley and its predecessors for over 23 years. He is the Orinda branch manager and has over 750 million dollars under management for his high net worth clients.
“Over the last 12 years, I have worked with Brian on three Exit Plans that involved M&A transactions with a total of over $22 million in value.” – Gary Brooks
Rodger Schuester, CPA
Phone:707-557-6601
Address: 127 Patrick Ct. Vallejo, CA 945913
Rodger provides business appraisals and forensic accounting to business litigation, estate and wrongful termination attorneys. The appraisal reports and work products are designed to meet the ever-increasing rigorous standards of the IRS and litigation environments. Rodger has served as an expert witness in numerous cases.
*This event is sponsored by Wendel, Rosen, Black, & Dean LLP
