Exit Strategy & Succession Planning

Please Join BWFA and Davis, Agnor, Rapaport & Skalny for:

Exit Strategy and Succession Planning

Part 1 of a 4 Part Series
Tuesday, October 21, 2014
11:30 a.m. – 1:30 p.m.
* Lunch will be served
Offices of Davis, Agnor, Rapaport & Skalny
10211 Wincopin Circle
Suite 600
Columbia, MD 21044

Driving Directions

Four Part Seminar Series:
Part 1: “Exit Strategy and Succession Planning”
— Tuesday, October 21
Part 2: “Show Time: The Acquisition”
— Tuesday, November 18
Part 3: “Show me the Money: Investment Themes”
— Tuesday, January 20
Part 4: “Death and Taxes”
— Tuesday, February 17

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If you are like many business owners, your business plan may focus on growth, marketing or product development, or perhaps just day-to-day survival.

As a business owner, it is also important to start planning now for the eventual sale of your business.

In this seminar, you will learn about some steps you can take to prepare for your exit from the business:

  • Developing your exit strategy team
  • How much is your business worth?
  • Who will buy your business?
  • What will make your business attractive to buyers?
  • Tax Strategies
  • Legal issues to consider
  • Business housekeeping


Jeff Agnor, Partner at Davis, Agnor, Rapaport & Skalny

Jeff Agnor has dedicated his practice to representing emerging and established businesses, entrepreneurs, lenders, investors, and non-profit organizations.  He enjoys working with clients in all phases of their business life, from start-up through acquisition, including assisting clients with contract negotiations, commercial transactions, business acquisitions, private stock offerings, employment matters, protection of intellectual property, real estate transactions, and disputes among business owners. Jeff also assists businesses in the government contracting space.


Mary Beth Tung, Ph.D, Attorney at Davis, Agnor, Rapaport & Skalny 

Mary Beth Tung handles Intellectual Property, and related business and transactional matters. Mary’s Intellectual Property practice includes filing and prosecution of U.S. and foreign patent, trademark, and copyright applications. She actively engages her clients in protecting their IP portfolios, including trademarks, copyrights, trade secrets, patents, and publicity rights. She collaborates closely with our Litigation Group in enforcement of Intellectual Property rights and defense against claims of misuse or infringement of Intellectual Property and Cybersquatting.


Brian MacMillan, Managing Director Mergers & Acquisitions at BWFA

Brian has been a consultant for buyers and sellers of privately held businesses for over 10 years. During this time, he has worked with publicly traded corporations, private equity firms, owners of small- and medium-sized privately held businesses, and high net-worth individuals. Previously, he had experience working for a Fortune 500 company and was involved in the successful start-up and sale of two businesses. Brian has multi-industry experience in business development, sales, marketing, finance, accounting, and operations.

Please register by Thursday, October 16

For questions or comments, please contact:
Krysta Huxford
Allison Gowallis