Making Great Firms Greater!

Date: Monday, May 6, 2019| From: 5:30 PM to 6:30 PM | Room: Veranda B

Every partner, vendor, customer and employee wants a great company to work with or work for. Nice firms don’t have to finish last. This session will take a close look at what makes a great company great and how to accelerate that greatness into a market leading force that will leave a legacy.

Speakers:

Name: Linda Rose

Company name: RoseBiz, Inc.

Bio: After spending 25 years as a Microsoft Dynamics Partner, Linda decided to sell it all and retire. Well….almost. She now works with partners to help them increase the value of their companies. She draws on her experience as a CPA and CEO leveraging her personal experience on buying and selling four companies (sold two for 100% cash). Her most recent sale of her Microsoft cloud infrastructure company to a private equity firm has given her a unique opportunity to understand the latest valuations partners can expect to receive or pay for technology firms which she will share in her upcoming book “Get Acquired for Millions: A Roadmap for Technology Service Providers to Maximize Company Value”. She is launching her Value Maximizer Assessment™ at DirectionsNA2019 to all partners to help determine their current market value and how to increase it. All attendees are welcome to take the confidential free assessment at https://rosebizinc.com/assessment/

Name: Reed Warren

Company name: iT Valuations

Job title: CEO

Bio: Reed Warren, CEO of IT Valuations, works with IT services and technology companies to moderate the merger and acquisition process as well as to understand the current value and potential value of the firm and mitigate those value gaps . It’s Reed’s job is to understand your core business functions, facilitate all M&A responsibilities, and navigate the often obscure path through company valuations, letters of intent, due diligence, financial modeling, definitive agreements, closure proceedings and post-merger integration strategies. With 30 years of experience with IT Services and Technology firms, Reed has worked with companies in 19 countries and facilitated over 60 transactions. Reed is a Certified Valuation Analyst by the National Association of Certified Valuators and Analysts (NACVA).