Realizing Your Dream: Buying\, Selling or Building Your Business
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\nFacilitator:
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\nCharles Reese \;
\nAccelerated Achievements LLC \;
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\nPanel:
\nJeff Swiggett \; \; \; \;VR Business Brokers \;
\nJohn Turgeon \; \; \; \;Cohn Reznick \;
\n\;Robert Morris \; \; \; \;Pullman and Comley
\nChris Lehnes \; \; \; \;North Mill Capital
Participants will reflect on how they want their life to improve over the next five to ten years and the importance of integrating personal and organizational goals. Owning a business offers freedom to leave a legacy\, build a lifestyle\, or seed a new career. This forum will assemble a panel of experts to address the strategies and challenges to build or sell business equity\, acquire a new business\, and prepare a family member to take the reins of a business. At the conclusion\, participants will have an opportunity to direct NHMA to the knowledge and skill areas they would like future workshops to address in order to help them realize their goal.
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\nCharles Reese
\nCharles Reese is President of Accelerated Achievements and a 30-year veteran of the High Technology industry. A ?master of vision fulfillment\,? Charles has demonstrated expertise in strategy creation\, market positioning\, sales\, process improvement\, communication\, and interpersonal skills for all levels of management and leadership. His career spans marketing\, sales\, and engineering assignments at Ultra Electronics\, Hewlett Packard\, Netrix Corporation\, and GTE Communications. Prior to Accelerated Achievements\, Charles was Vice-President of Sales and Marketing at Ultra Electronics DNE Technologies\, Inc. Charles earned a Master of Science degree in Industrial Administration from the Tepper School at Carnegie-Mellon University and a Bachelor of Science degree in Electrical Engineering from Cornell University.
Jeff Swiggett \;
\nJeff Swiggett owned\, ran and sold two different businesses over the last twenty-two years prior to founding the VR Business Brokers office in New Haven. He brings a wealth of experience in operating businesses from an owner?s perspective and keenly understands the issues they face. Jeff intends to bring all the professionalism that VR offers to the sales transaction process such that the office will be recognized as the premier business intermediary firm in CT. A resident of Madison for 20 years\, Jeff is a big believer in the Connecticut experience.
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\nJohn Turgeon
\nJohn Turgeon is a partner with CohnReznick with nearly 35 years of professional experience. He has worked directly with leaders in the manufacturing\, distribution\, construction\, real estate\, professional services\, and not-for-profit industries\, helping them solve complex business challenges.
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\nJohn has held numerous leadership roles both inside and outside of CohnReznick in addition to serving as a partner. He is Managing Director for four of CohnReznick?s affiliated companies? CohnReznick Benefits Consultants\, CohnReznick Wealth Management\, CohnReznick UIC Consultants\, and CohnReznick Real Estate? all of which bring unique value to clients.
John is an experienced facilitator and has led numerous planning retreats\, interactive presentations\, workshops\, and learning programs. He has served as a speaker on several topics including The Challenges of Leadership and Developing Your Human Capital. Over the years\, John has received recognition from Dale Carnegie\, The University of Connecticut\, Western New England University\, and the Connecticut Society of Certified Public Accountants\, among others.
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\nRobert Morris \;
\nD. Robert Morris leads the Tax Section of the firm?s Business Organizations and Finance Department and the Benefits Section of the firm?s Labor and Employment Department. Rob was the chairman of the firm for 20 years\, and he uses the business management and leadership skills that he learned in those roles to assist and advise his clients in business and personal planning. Rob has extensive experience in federal and state tax planning and disputes\, mergers and acquisitions\, general corporate\, partnership and limited liability issues\, private securities offerings and estate planning. His clients include a wide variety of closely held business entities\, as well as individuals\, trusts and estates.
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\nChris \;Lehnes
\n\;Chris Lehnes\, a 20+ year veteran of small business lending\, is a Senior Vice President of Business Development for North Mill Capital. \; Prior to joining North Mill Capital\, Chris worked for a regional commercial finance company where he was responsible for originating factoring and asset based lending transactions. \; He has also spent several years focused on business development of account receivable factoring programs for small and mid-sized businesses nationwide for a small factoring firm base in New Jersey. \; Chris spent the first 15 years of his career holding numerous positions in the SBA Lending industry including loan documentation\, credit underwriting\, operations management and business development. \;
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