Cracking the Growth Code Workshop: Mergers, Acquisitions and Company Sales

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Cracking the Growth Code Workshop: Mergers, Acquisitions and Company Sales

September 20, 2022 @ 8:00 am - 11:30 am

Part of our 5 Star rated Workshop series sponsored by Shulman Rogers and M&T Bank and hosted by Ron Wills, Founder and President, NABOE

Panel of Experts

Todd Nelson, Evergreen Advisors, LLC – Topic: Company Valuation

Todd has over twenty-five years of professional experience in complex consulting matters involving valuation, economic analysis, and financial analysis. He consults with clients on financial and accounting matters involving revenue forecasting, cost estimation, cost of capital, fraud, due diligence, and business valuation. His business valuation consulting clients include accounting firms, attorneys, and business owners for gift and estate tax reporting, buy/sell agreements, divorce, financial reporting, mergers and acquisitions, lender support purposes, and the review of business appraisal reports.

Paul O’Reilly, Shulman Rogers – Topic: Legal Issues in Acquisitions

Paul O’Reilly has been a trusted advisor to his clients for more than 30 years. He represents small startup companies as well as large publicly traded companies, bringing to the table a wealth of business and practical experience to many facets of the law. Paul’s business clients frequently call upon him to handle their personal and financial matters, confident that he will provide solid counsel and assistance throughout any legal or financial issue they have. Recognizing that cost is always a factor in making legal decisions, Paul encourages his clients to engage in a collaborative working relationship, which helps him better understand their process and goals, while also minimizing the costs.

Eric Myers, M&T Bank – Topic: Financing the Acquisition

I believe that when our clients succeed, we succeed. And, it begins by understanding what’s important. For the past 20 years, local small business owners have grown their businesses in part by the help I’ve been able to provide whether it’s a service I provide, a referral to a trusted provider or just an outside perspective. It starts with listening. For a more personal business banking experience contact me at

Specialties: Commercial & Business Lending, SBA Loans, Healthcare, Dental, Medical, Government Contractor and General Business Banking, Business Checking, Money Market, Business Loan, SBA Lender, Commercial Mortgage, Financing, Remote Check Scanner, Credit Card Processing, Corporate Credit Cards, Merchant Services, Montgomery County, Maryland, Customer Service, Loan Officer, Business Development, Cash Flow Services, Lockbox, Anti-Fraud, Bethesda, Rockville, Gaithersburg, Germantown, Potomac, Olney, Silver Spring, Chevy Chase, Maryland, DC, Virginia

Shelly Lombardo, Evergreen Advisors, LLC – Topic: Current Market Update for Acquisitions & Sales

Shelley is the Chief Operating Officer at the firm and manages the Corporate Advisory practice of Evergreen Advisors. She has extensive experience in all facets of the organization and a broad background in corporate finance, focusing on the middle-market. Shelley has over 20 years of experience working with companies in multiple industries, including business services healthcare, Fintech, business processing outsourcing, and cyber. In her pre-Evergreen life, she earned her stripes at a number of financial institutions working in the commercial, retail, and marketing teams.

Cracking the Growth Code

Hosted by Ron Wills, Nationally Certified CEO Coach and President & Founder of NABOE

Our Workshop Sponsor M&T Bank for over 10 years!

This workshop is about local business owners working ON their business, rather than IN their business. M&T Bank understands the power of this approach and has been a BIG supporter of the program for over 10 years.

Representing M&T Bank at these workshops is Eric Myers, Vice President and small business banking expert.

Co-Sponsor Shulman Rogers

Lane Hornfeck, attorney for Shulman Rogers, has been an advocate of NABOE since its rebirth in 2015. Lane and the team at Shulman Rogers have contributed to NABOE’s growth and support of the small business community.

About the Workshop

This is a workshop for CEOs and owners of companies who have achieved revenues of $1 million or greater. You are invited to join in this workshop with fellow CEOs who have had the same business struggles as you.

This workshop helps you focus working ON your business rather than IN your business. Due to the unprecented activity in mergers adn acquisitions in the under $20 million revenue businesses, it was time to focus on this growth strategy.

Please no coaches or consultants for these presentations – this is not a sales group, this is not a networking group. It is a business owners group and we want an “ad free” and “sales free” environment.

What Business Owners are saying about these Workshops:

“Enjoyable,  Informative,  Professional, Educational.”  Michell Levy, The Compliance Organization

“Second time for me. Very Informative.” Shannon Allcock, Shanco Companies

“Thoroughly enjoyed the format and engagement. Would highly recommend to others…” Joshua Burnett, Virescit Tactical Systems

“The Program was informative and thought provoking.”    Robert Choisser, Choisser Imports

Our Workshop Sponsor:

NABOE Platinum Sponsors

Click to learn more about each Sponsor

Analytic Design (Tanya Amaya)

Atigro (Ken Fischer)

Embrace Home Loans (Bill Rozek, Mortgage Loans)

IBAA (Alan Schulman, Insurance)

Mosaic Tech Partners (Jason Bach)

SHS Payroll (Steven Suissa, Payroll Services)

Shulman Rogers (Lane Hornfeck, Corporate Law)

NABOE Performance Memberships (Ron Wills, CEO Coaching & Mastermind Groups)


September 20, 2022
8:00 am - 11:30 am
Event Category:


Shulman Rogers
12505 Park Potomac Avenue, #6th floor
Potomac, MD 20854 United States
Cracking the Growth Code Workshop: Mergers, Acquisitions and Company Sales
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