Client Enrichment and Business Development Opportunities Based on Baby Boomer Business Exits and Acquisitions LIVE Webcast

Dave Kauppi
Managing Director
MidMarket Capital Advisors, LLC

Dave Kauppi is the editor of The Exit Strategist Newsletter, a Merger and Acquisition Advisor and Managing Partner of MidMarket Capital Advisors, LLC. MMCA is a private investment banking and business broker firm specializing in providing corporate finance and business intermediary services to entrepreneurs and middle market corporate clients in a variety of industries. The firm counsels clients in the areas of M&A and divestiture, family business succession planning, valuations, “Smart Equity Capital Raises”, business sales and business acquisition. Dave graduated from The Wharton School of Business, University of Pennsylvania with a BS in Economics with a concentration in Finance. He received an MBA with a concentration in marketing from DePaul University. Dave is a Certified Business Intermediary (CBI), a licensed business broker and Series 63 registered representative.

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Adam Manson
Financial Analyst
Business Valuation Resources

Adam Manson is a Manager of Financial Research at Business Valuation Resources, LLC, a firm that provides data and tools to business appraisers. Adam has been with Business Valuation Resources for over six years. He holds a bachelor's degree in finance from Seattle Pacific University as well as an M.B.A. from Portland State University.

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Larry Levine
Managing Director
RSM McGladrey, Inc.

Mr. Levine has over 25 years of corporate finance experience. He has significant experience with valuing derivative financial instruments, illiquid fixed income and equity securities, intangible assets, impairments as well as corporate finance consulting assignments. He has been involved with a wide array of corporate transactions. His technical skills include competitive and risk analysis, strategic financial planning, sophisticated financial modeling, structuring a broad range of financial instruments and business valuations. Before joining RSM McGladrey, he underwrote debt for Bank of America and The Chase Manhattan Bank, N.A. He has been published or quoted in the following periodicals: The Deal, Fiduciary and Investment Risk Management Association (FIRMA) magazine, Accountancy Age, Journal of Alternative Investments, Mergers and Acquisitions magazine, Valuation Strategies, Financial Week, CFO magazine, and CFO.com.

His experience includes:


- Valuation of closely held business entities for a wide variety of purposes.
- Valuation of all forms of intangible assets.
- Valuations of all forms of derivative and fixed income financial instruments.
- Valuations in a wide variety of industries.
- Expert testimony relating to business valuations, and damages.


Professional Affiliations He is an accredited appraiser from both the American Society of Appraisers and American Institute of Certified Public Accountants, a Certified Public Accountant, on the National Roster of Commercial Arbitrators from the American Arbitration Association including serving on their Alternative and Complex Investments Committee Advisory Group on Alternative and Complex Investments, and a Certified Licensing Professional from the Licensing Executives Society. He currently serves on several committees for the American Society of Appraisers and Licensing Executives Society. He is also Treasurer of the Wharton Club of Chicago.

Education
- University of Pennsylvania - The Wharton School, Graduate Division, M.B.A., Finance and Strategic Planning
- University of Albany - B.S., Accounting and Economics

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Stuart Duhl
Partner
Harrison & Held, LLP

Stuart Duhl practices primarily in the areas of state and federal taxation, corporate transactions, business succession and estate planning (including trusts), and non-profit and tax exempt organizations.

Mr. Duhl serves as a business and legal counselor to his clients. He assists business owners with a variety of tax and corporate problems, and plays a major role in planning objectives for the future of their businesses. He also represents a number of family-owned businesses and assists them with succession planning and other family business issues. In the non-profit organization area, Mr. Duhl advises clients on obtaining tax-exempt status, and setting strategic planning goals to meet charitable objectives.

His business clients range in size from small, one or two person operations, to those with sales of over one hundred million dollars and include a variety of industries, including construction, real estate, multi-level sales, debt collection, retail furniture sales, commercial cleaning, moving, technology, and food brokerage.

He has also assisted companies with their business strategies in China as a former member of the executive committee of the China Alliance.

Mr. Duhl has been listed in the Best Lawyers in America directory and Leading Lawyers Network. He is also an adjunct professor of law at Loyola University Law School in Chicago teaching courses in Federal Income Taxation, Corporate and Tax Ethics, and Tax Audits, Procedure and Ethics. Mr. Duhl also acts as a mediator in business disputes.

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Client Enrichment and Business Development Opportunities Based on Baby Boomer Business Exits and Acquisitions
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