Presenter

Brett Dearing

Founder and Managing Member, Business Owners Exchange

Brett Dearing is a Certified Exit Planning Advisor® (CEPA), Certified Merger & Acquisition Advisor® (CM&AA) and has been working closely with privately-held businesses for over 27 years. Mr. Dearing is a valued advisor that has sat alongside business owners to assist in working through the complexities of transitioning a family business, structuring comprehensive succession plans for business owners while providing a proven action planning process for growth planning. Mr. Dearing’s passion for assisting business owners has fueled his willingness to participate at speaking engagements or in educational platforms that focus on driving better outcomes through educating and preparing business owners for the sale of their business.Mr. Dearing has a nationally accomplished network of business advisors that he utilizes to assist in executing his business and action planning for his business owner clients.  He specializes in preparing the business and the business owner for transaction while maximizing Enterprise Value.  In addition, Mr. Dearing utilizes his network to focus on assisting clients with mergers & acquisitions, recapitalizations, private equity purchases, strategic acquisitions, spin-out acquisitions, tuck-in strategies, ESOPs and company valuation & analysis.“I have sat on the other side of the negotiations table from business owners during a transaction and have seen firsthand how the lack of preparedness has left millions of dollars of business value on the negotiating table. This did not sit well with me. I wanted to help business owners maximize their transaction outcome by advising them through the process. Now, I sit on the same side of the negotiating table helping business owners maximize net proceeds from the transaction.”Mr. Dearing has worked closely with business owners as an outsourced Chief Operating Officer. Mr. Dearing has also served as Senior Vice President at Goldman Sachs and Managing Director at AllianceBernstein. His experience includes being responsible for actively consulting over 1,000 Financial Advisors across the United States on investment strategy and client engagement focused for privately-held businesses. Mr. Dearing has worked closely with family offices, various hedge funds, REITs, and private equity firms to set up investment and operational infrastructure.ACCREDITATIONSThe Certified Exit Planning Advisor® (CEPA) Program is an executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. The CEPA program provides structure and strategy on Exit Planning, Succession Planning and implementing a customized Action Plan. The Certified Merger & Acquisition Advisor® Certification is an advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction services.Mr. Dearing will work with you throughout the Exit Planning Process. There are three parts of the exit planning process he will assist you with:1.  Pre-Transaction2.  During Transaction3.  Post TransactionAreas of Expertise:Exit & Value Acceleration PlanningTransition & Succession PlanningMerger & Advisor ConsultingAdvisory Board ServicesFamily Advisory ServicesContingency Planning     Active Association Memberships:Former President and Board Member- Exit Planning Exchange New York Chapter (XPX)Founder and President- Business Owners Exchange (BXO)Sponsors for Educational Opportunity (SEO)Member- Exit Planning Institute (EPI)National Association of Securities Professionals (NASP)Chair of the Alliance of Mergers & Acquisitions Advisors™ (AM&AA)     

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