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Break-out Sessions
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Speakers/Panelist
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9:00am
Valuation Tips and
Techniques for Private
Companies
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Valuation is a crucial
point of an investment decision and the
amount of equity to be sold. Hear from experts on different
methodologies used to reach a valuation amount on early stage companies.
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Moderator:
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Michael Halliwell, Taylor Consulting |
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Panelists: |
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Frank Dalton, Fulcrum Ventures
Matt Donnelly, The Business Appraisal Institute
Kathy Harris, Noro-Moseley Partners
Jeff
Haynie, Appcelerator
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9:00am
Creating
Liquidity: Small Cap IPO, Acquisition, Full IPO
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Liquidity is an important
goal for every company to produce their return on investment. Learn
the pro's and con's of the three of the most likely exit strategies:
Small Cap IPO, Acquisition, and Traditional IPO.
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Moderator: |
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Gregory Evans, Commonwealth Capital Partners |
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Panelists: |
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Ben Dyer, Jackson Security
Shawn Lesser, Sustainable World Capital
Bill Inman, Focus Partners
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9:00am
Capital Gains
Impact of Private Investments, Methods to Manage
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Managing the tax
implications of a liquidity event is always on the mind of private
investors when they are considering investing in a private company.
Learn about ways to minimize the tax impact.
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Moderator: |
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Karen Rands, Network of Business Angels |
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Panelists: |
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Allen Johnson, Stanford Group
Andrew Levy, Rockridge
Financial Services
Bill Thompson,
Georgia Department of Economic Development
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2:00pm
Capital Formation
and
Regulatory Issues (Part 1)
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"How to Raise
Private Investments Legally and Fully Compliant with the SEC" educational.
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Video Replay: |
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Michelle Hairston, Securities Attorney
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2:00pm
Business Plans for
Different Capital Needs and Stages
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Business plans are used
to plan and grow your business, get a bank loan, and attract private
investors. Learn what should be in different versions of your
business.
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Moderator: |
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Nicco Duncan, The Perfect Plan |
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Panelists: |
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Keith Drew, Cross Link Consulting
Elizabeth Gordon, The Flourishing Business
David Walker, Handprint Group
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4:00pm
Boot Strapping to
Increased Valuation of your Company
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Give up less equity in
your initial negotiations for private equity with investors by increasing
your company's valuation and cash flow. Learn the tricks of the trade
from various sources.
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Moderator:
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Ken Brown, EC3 |
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Panelists: |
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Tom Newell, Inventor’s Association of GA
Ron Reardon, Patents and More
Bob Laws, Advanced Financial
Bob Barrow, Innovative Corporative Strategies
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4:00pm
Capital Formation
and
Regulatory Issues (Part 2)
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"How to Raise
Private Investments Legally and Fully Compliant with the SEC" educational.
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Video Replay: |
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Michelle Hairston, Securities Attorney
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