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Bear-Proofing in a Bull Market

Thursday, May 23, 2019, 2:30 PM

Bear-Proofing in a Bull Market We are in an economic expansion that started in 2009.  The “Great Recession” (December of 2007 to June of 2009) caught many business owners and transition experts by surprise.   In June 2019, we will match the longest US economic expansion since World War II.  Bear-Proofing your business makes sense during a long bull market.  All business leaders understand that good markets don't last forever. The savvy leader bear-proofs a business before the economic change. Join us for an industry discussion, preparing your company and your clients for the next bear market.  This time our panel will be experts on what it takes, in our industry, to navigate from Bull to Bear market and back again.    Panelists -   Michelle Bomberger – CEO & Managing Attorney at Equinox Business Law Group After founding Equinox Business Law group, in 2005, Michelle and her team provide business transition counsel and provide a legal counter balance as the business continues to grow. A quick list of experience includes: Lead her team to do Risk assessment and Analysis for Cingular Wireless Developing business/legal document to attract funding for Ignite Venture Partners Client corporate governance for the Venture Law Group 14 years managing her firm as a legal extension for her clients, Equinox Law Group Michelle will be bringing a here wisdom to the discussion. To learn more about Michelle, check out her Website     David Dandel - Founding Partner at Pike Street Capital a Seattle Private Equity firm.  David brings over 20 years’ experience in the M&A industry.  A quick list of experience includes: Partner at Seattle-based private equity firm Evergreen Pacific Partners. 15 years as an investment banker specializing in Mergers and Acquisitions. Roles have included, Managing Director of D.A. Davidson's Seattle office, Vice President M&A for Piper Jaffray in Seattle and Los Angeles, Vice President with Key Bank's Investment Banking Group. In 2005, Mr. Dandel was recognized by Investment Dealers’ Digest as one of the top “40 under 40” investment bankers nationally. To learn more about Dave, check out his Website     John Martinka – The Escape Artist With over 20 Plus years of experience in this industry, he is the author of: If They Can Sell Pet Rocks Why Can't You Sell Your Business (For What You Want)? Buying a Business That Makes You Rich Company Growth by Acquisition Makes Dollars & Sense And dozens of Industry articles. John has assisted in over 100 business buy-sell transactions.  In addition to being a part of the industry and writing books, he has spoken to over 250 organizations on this topic.  To learn more about John, check out his Website   Moderator -   Thomas Jones - Senior Tax Association Sweeney Conrad Thomas provides strategic tax and accounting solutions. He works with growth focused small to mid-size businesses, and businesses going through transition. Serving clients in real estate, construction, healthcare, and technology. Thomas also has extensive experience in tax planning, advising early stage businesses, hedge funds, and digital currency ventures.   Breakfast Sponsor: We are proud to announce Sweeney Conrad will be providing our breakfast for this event. Sweeney Conrad is a Bellevue certified public accounting (CPA) focused on providing audit, assurance, tax and client accounting services to privately held companies operating in the manufacturing, distribution, real estate, construction and professional services industries. We offer business consulting, state, local and international tax consulting and compliance services.

Tickets: https://www.eventbrite.com/e/bear-proofing-in-a-bull-market-tickets-59301132283?aff=aff0eventful

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8236 S.E. 24th St.
Mercer Island, WA 98040

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