GABB Affiliates Discuss How to Reduce Risk in a Transaction

Those who attended the August GABB meeting got to hear an excellent panel discussion of how brokers can reduce risk in a deal.

Audio recording of the GABB Affiliate Panel Discussion on Risk.

GABB President C. David Chambless moderated the panel of GABB Affiliates.

The panel included:

Dan Browning, JD, of DB Consulting, Inc., has 20 years of experience as a business appraisal professional and holds the Master Analyst in Financial Forensics (MAFF) and Accredited in Business Appraisal Review (ABAR) designations from the National Association of Certified Valuators and Analysts (NACVA).

David Cross, Senior Vice President-Wealth Management and Wealth Management Advisor with Merrill Lynch, is a specially qualified Portfolio Manager in the Merrill Lynch Person Investment Advisory® (PIA) Program, and can build and manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance.

Larry Domenico, JD, is managing partner of Mozley, Finlayson & Loggins LLP, and practices extensively in the areas of products liability defense, commercial and business litigation, and general litigation; he has extensive experience in assisting start up and existing businesses, including estate planning for business owners, and alternate forms of dispute resolution including arbitration and mediation.

Chris Fonzi, founder and principal of Logic Environmental, Inc., has performed environmental assessments and provided consulting services in more than 20 states during the past 15 years. He is a graduate of the University of Florida and the UF School of Law.

Brian Harper is Senior Vice President, SBA Group at Atlantic Capital Bank and has 25 years of business banking and lending experience, and is a member of the Rotary Club of Dunwoody, Junior Achievement, Georgia Lender’s Quality Circle and the National Association of Government Guaranteed Lenders.

Sarah Wheeler, JD, a senior associate at Moore & Reese, primarily works with corporate transactions, community association law, real estate law (including foreclosures) and estate planning.

Guests are welcome to attend the GABB’s monthly meeting which starts 10:30 a.m. at the South Terraces Conference Center and is preceded at 9:45 a.m. by a free light breakfast and networking session. The GABB is the state’s largest professional organization dedicated to buying and selling businesses and franchises. The South Terraces Conference Center is at 115 Perimeter Center Place, Atlanta. For more information about the GABB, contact GABB President C. David Chambless at dchambless@abraxas.biz or 404-627-4454.