Alvernia Francis Hall aerial view

7:30am - Complimentary coffee and breakfast

8:00-9:00am - Panel event

A panel of experts from Fulton Bank, Baker Tilly and Barley Snyder will discuss how they view a business and what they see as drivers for growth to increase the value of your firm. It is key to understand how bankers, lawyers and accountants view your business, what they see as key KPI’s and ratios that allow for growth and profitability.

Mike Mixell is a partner at Barley Snyder. In his practice, he advises a broad range of clients in the areas of corporate succession and estate planning, as well as banking and commercial, corporate real estate matters. Mike regularly works with privately controlled businesses and nonprofit entities on merger and acquisition deals.

Michael Demers is a Managing Director at Baker Tilly. He has 20 years of corporate finance experience including mergers and acquisitions and financial opinions, including fairness and valuation opinions. He has completed hundreds of business evaluations in connection with mergers and acquisitions, shareholder buyouts, financial reporting, and gift and estate tax
planning.

Jim Kellum is a Senior Vice President and Team Leader for the Commercial Banking Group at Fulton Bank. Jim works with businesses to assist in helping them grow using the resources of the bank.

 

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