Ritter Spencer Cheng PLLC’s Post

We’re thrilled to share that our Managing Director, Octavius Mihaies, will be moderating a panel of Family Offices discussing their growing and strategic interest in Private Equity at the upcoming Private Equity Insights Conference.   This panel promises valuable insights into how Family Offices are shaping the future of Private Equity, and we’re honoured to be part of this pivotal conversation. #PrivateEquity #FamilyOffices #InvestmentTrends #PrivateEquityInsights

Founder- and family-owned businesses are highly sought after investments in today's market. You are likely getting cold calls from private equity firms soliciting your interest in selling. Don't go at it alone. Come join a fireside chat with panelists that are typically part of the deal teams that help construct founder-friendly deals. 5 Key Take Aways: 1. How to reduce the Imbalance of Power between you and sophisticated buyers 2. How to optimize deal value, flexibility and certainty 3. Learn the 3 phases to prepare your business for exit: evaluate exit strategies; get transaction ready; and run sales process 4. Learn who should be on your deal team and when to get their help 5. Signs that it is time to sell Date: Tuesday, November 12, 2024 Time: 4 pm to 7 pm EST Location: BCLP's Atlanta Office One Atlantic Center, 14th Floor 1201 West Peachtree St, NW Atlanta, GA 30309 Moderator: Eric Krucke (CFO Practice Leader, Aprio) Panel Members: Jeff Haidet (Partner, BCLP), Amy Wilson (Partner, BCLP), Brian Daley (Director, Founders Advisors), Kathryn Cesari (Director, William Blair), Bill Dupee (Partner, Aprio) RSVP Here: https://lnkd.in/ewBpt7Ym #PreparingForExit #dealteam #Exitplanning #Exit #founders #familyowned

The secondaries market in private equity has been around for a long time. But they have been quietly rising up the agenda as the sector faces up to a sluggish M&A. But alongside a growing awareness and use of secondaries, there has also been a subtle shift in the main protagonists with GPs taking the lead. One of the most exciting legal innovations in years with real growth prospects associated with it 📈 With special thanks to Blake Halperin and Warren Allan of Proskauer Rose LLP for the insight into GP-led secondaries. Read our latest article here https://lnkd.in/eBzTbmSx

Another CAIS Live in books. Over 70 advisors joined us in Dallas at the historic Old Parkland for the day. Had the chance to moderate a discussion with Warren Seubel and Shane Williams on the future of Alts technology and what we're doing to streamline the alternative investment transaction journey. Next up: Boston. 🚂 Want to join us? Check out the city roster and join the waitlist: https://lnkd.in/ecp5g5JF #alternativeinvestments #financialadvisor

Thanks HANDLER THAYER, LLP for hosting a great event. Steven Thayer and Thomas J. Handler Looking forward to moderating the Venture Capital trends panel where we will discuss private capital trends and family offices investments in VC, PE and Private Credit next week with Trey Ward of R7 and @Sean O’Sullivan of SOSV Thanks HUB International and Anthony Hernandez for all the support and bringing like minded people together. #privatecapital #familyoffice #LOUDcapital #venturecapital #privatecapital #privatecredit

Besides getting paid, my favorite part of closing deals is the story behind it. Deals are like snowflakes, they all start and end in the same place yet the pattern of each is completely different.. 4th quarter continues.. #Get2Steppin 🌱 #realestate #investing #realestateinvestors #wholesalerealestate #wholesalingrealestate #wholesalehouses

With grit and determination, Soli Cayetano has achieved remarkable real estate success. Hear how Soli's fresh start during the pandemic led to a thriving business. From choosing Cincinnati for her first investment to her Out of State Investor Academy, Soli shares the lessons she’s learned along the way that new investors can apply to their own real estate journeys. Listen → https://lnkd.in/eJuGAZFu #outofstateinvesting #realestateinvesting #rentalproperties

Join me this Wednesday 7/31/24 as we will deep dive into Due Diligence for Assisted Living investments. #investNowCapital #Assistedlivinginvestments #Duediligence

Interested in investing in Real Estate?? Great topic and forum to get some answers to top of mind topics! Virtual insightful conversation. Details below: #realestateinsights #investments

- Your Trusted Dallas CPA Firm - At Patten and Company LLC, we proudly serve businesses and individuals from a diverse range of industries in Dallas, offering customized tax and advising services tailored to your unique needs. From entrepreneurial ventures to private equity & investment partnerships, our expertise extends across a broad spectrum, providing comprehensive and effective solutions to meet all your financial requirements. Reach out today to get started! #PattenAndCompany #CPAExcellence #CPAInsights #SmartMoneyMoves #TaxTips2024 #AccountingMastery #FutureReadyCP #WealthBuilders #FinancialResources #FinancialKnowledge