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Next Step - Events


Thursday, 5th November

Nov. 2015 | Location: 265 Caspian Dr., Sunnyvale, CA 94089

Achieving Your Dream – A Lucrative Business Exit

If you are an entrepreneur, business owner or advisor, growing a business for a successful sale can be the most effective exit strategy; this requires careful planning and skillful execution.

This informative seminar will show how to maximize your company’s value through a well-run sale process, defensible IP, and a diversified and growing customer base, combined with solid legal and financial infrastructure.

Led by M & A advisors:  Fred Greguras, Jan Robertson and Jennifer Vessels, the seminar will include real world examples of successes as well pitfalls to avoid! You will leave this interactive session with new ideas and techniques to:

  • Understand what makes a company saleable & how a well-run process can maximize value
  • Speed up & avoid pitfalls of legal, tax, and financial due diligence
  • Negotiate sale-friendly customer and partner agreements
  • Retain key customers as you prepare for a sale
  • Build a credible and defensible intellectual property position

About the Presenters:

Fred Greguras, Attorney, Royse Law is a 25+ years experienced business lawyer and entrepreneur, who works with global and U.S. businesses from startup through public company stage in a range of technology focused sectors. His transactional experience includes: equity and debt financings, M&A, joint ventures, licensing and other business transactions both in the US and internationally.

Jan Robertson, Managing Partner, SiVal Advisors: a 30-year veteran of the M&A business, is a frequent speaker and author on topics related to M&A. She has advised numerous technology company clients and boards of directors on a wide variety of M&A transactions during her career.

Jennifer Vessels, CEO, Next Step, a global consultancy with 40 seasoned professionals who have facilitated revenue and profitability growth for Adobe, Google, Lilly, Palo Alto Networks, Ticketmaster and many other high growth small to large enterprises. Prior to founding Next Step in 1997, Jennifer led Tandberg’s international expansion for Tandberg USA and was Senior Director for Promptus and Ungermann-Bass.

Register while space is still available.

Register Today


Wednesday, November 5, 2015
11:30 am – 12:00pm Registration & Networking
12:00 pm – 1:30 pm Presentation & Lunch


265 Caspian Dr., Sunnyvale, CA 94089.

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