Organizing an Investable Business

February 5, 2019

Speaker Slides

10 Common Reasons Why Startups FAIL

Stephen Davis, Managing Director, CXO Advisory Group

Raising a Biotech Baby

Adela C. Bonoiu, PhD, Founder & CEO, Catena Biologics, LLC

Building a Winning Culture

John T. Laurito, CFP ®, ChFC, CRPC*, President & CEO, Concord Wealth Management

What to Look For When Investing in a Business

Amy DeBartolo, JD, Owner, Powder Coating Alternatives, and The Basket Company

Venture capital and angel investors have no shortage of innovative investment ideas or business plans projecting exponential growth. But when all is said and done, an investor is committing a large sum of money to be used by a business with the expectation of multiplying their invested capital. Regardless of how radically this new product will change the world, the investor will most likely want to know about the financial stability of the company and its owners, as well as the operational mechanics of how their money will be managed.

 Topics include:

  • Corporate culture and leadership
  • Financial stability of owners and executives
  • Key employee protection and retention plans
  • Exit strategies
  • Next steps for the business

This discussion will focus on concrete actions that can be implemented by entrepreneurs, business owners, and managers to address these key issues. Although the focus is on startups and entrepreneurial ventures, it also applies to established companies, sole proprietors, partnerships, and non-profit organizations.

Agenda:

6:30-7:30 PM – Registration & networking

7:30-7:40 PM – ENET Chairman’s announcements

7:40-7:55 PM – eMinute – Up to 3 Startup companies’ presentations

7:55-8:45 PM – 3 expert speakers on the night’s topic

8:45-9:00 PM – Audience / Speakers Q & A

900-930 PM – Final networking includes meeting presenting speakers

A question and answer session follows the panel discussion, and panelists will be available afterward for responses to individual questions.  As with every ENET meeting, you will also get the chance to network with the panelists and other meeting attendees, both before the start of the meeting and afterward.

Speakers:

John T. Laurito, CFP ®, ChFC, CRPC*,  President & CEO, Concord Wealth Management

John has been helping businesses and individuals achieve their financial goals for over twenty five years. John built a financial practice at Ameriprise Financial, ultimately leading to the position of regional vice president. After selling his practice at Ameriprise, John founded Concord Wealth Management. Since it began in 2013, Concord Wealth Management has averaged greater than 50% growth every year, and has been listed in the Boston Globe‘s ‘Best Places to Work For’ in 2017 and 2018. With its third office scheduled to open in January, 2019, the company has plans to expand throughout New England.

A graduate of Rutgers University in Newark, NJ, John earned his Bachelor of the Arts degree in Economics. He holds Financial Industry Regulatory Authority (FINRA) Series 4, 7, 24, 51, 63 and 66 licenses.

*John Laurito is a registered representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 230 Third Avenue, 4th Floor, Waltham, MA 02451 781-966-2980. HTK is a wholly owned subsidiary of Penn Mutual. Concord Wealth Management is independent of HTK.

Amy DeBartolo, JD, Owner, Powder Coating Alternatives, and The Basket Company

Amy is a second generation owner of The Basket Company, a national supplier of nylon coated baskets used in the restaurant and food preparation industry. She recently purchased and staffed a second business, Powder Coating Alternatives, and has transformed it to become New Hampshire’s go-to spot for powder coating, sand blasting, ceramic coating and all types of metal restoration.  She is in the process of growing and merging the two businesses.

Amy’s entrepreneurial passion is enhanced by the fact that she is still employed at Epiq Global as a Sales Project Director, and balancing the demands entrepreneur, career job and a single mom.

Amy received her JD from New England School of Law in Boston, and her BA in sociology from the University of Vermont.

Adela C. Bonoiu, PhD, Founder & CEO, Catena Biologics, LLC

Catena Biologics is a biotech consulting team located in Cambridge, MA, specializing in medical and technical writing, scientific consulting and data analytics services. The team is multidisciplinary with expertise spanning cell biology, gene therapy, personalized medicine and big data. Catena prepares reports for the FDA (for drugs and devices), advice for VC pitches, product funneling and transition from research protocols to manufacturing set up. They provide data processing and market forecasting solutions.

Adela was previously self-employed as a biology consultant and contractor, and previous to that, a research assistant professor, and a postdoctorate associate at SUNY Buffalo.

Adela earned her PhD in Biology and a Master of Science (MSc) in Molecular Biology and Biochemistry from the University of Bucharest.

Stephen Davis, Managing Director, CXO Advisory Group

Steve has 28 years of experience as a senior executive, including COO and CMO roles with P&L responsibility in the computer, software, consumer electronics, and Internet industries. He has successfully built, managed, and restructured numerous sales and marketing organizations and introduced over 300 new products into various industries.

Steve is an industry pioneer whose visionary marketing and sales strategies were instrumental in the introduction of two PC industry milestones, the ATARI home computer, and Corvus’ OMNINET, the industry’s first true local area network.

In 1989, he founded the Davis Management Group, a company whose proprietary sales management and marketing methodology promoted rapid growth in revenue and profitability for its clients.

Steve holds an MBA, as well as an MS and BS in Computer Engineering from Syracuse University.

 

Moderator:

Rick Solano, CPA, MST, Chairman and CEO, The Solano Group, Inc.,
Author: The Power of a Millionaire Mentality®, Your 10 Keys to Success

Rick is the founder and chairman of the Foundation For Continuing Education. He has provided continuing education to thousands of professionals and executives in taxes, estate planning, and other financial topics.

Formerly with Arthur Andersen & Co. and a Supervisory Internal Revenue Agent, he was a member of the U.S. Treasury International Strike Force. He is a Certified Public Accountant and has served as a Chapter 11 Federal Bankruptcy Trustee. Rick received his Bachelors Degree Magna Cum Laude in Accounting and Finance and a Masters in Taxation Degree from Bentley College.

Rick is also author of the book “The Power of a ‘Millionaire Mentality’®: Your 10 Keys to Success”.

Organizer:

Paul Adams, MBA, Financial Advisor, Concord Wealth Management

Paul helps clients achieve their financial goals and dreams. Paul works with business owners and individuals of all ages, in every stage of life, from beginning their careers, starting families, building businesses, through retirement and financial estate planning.

Paul previously served as president of Next Eon Com, Inc., a web development and hosting business he started and ran for seventeen years. After selling his business, Paul channeled his passions into helping others reach their financial goals. Paul started his career as an engineer at Northrop Corporation working on military electronic navigation systems, and as a systems engineer at AT&T Network Systems / Lucent Technologies, working in product management, finance and programming.

Paul’s credentials include a Bachelor’s in Mechanical Engineering Technology from Wentworth Institute in Boston, MA., an MBA from Suffolk University in Boston, MA, and a Master’s in Computer Science from the University of Illinois, Urbana-Champaign, IL. Paul also holds his life & health insurance licenses, and FINRA Series 6 & 63 designations.

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