When Advisors Collide

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Exit Planning Exchange

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Program produced by XPX New England

When Advisors Collide 

Going through a deal is stressful, and business owners rely on their professional teams to navigate the process. But what happens when those advisors don’t see eye-to-eye? Join our next panel event, “When Advisors Collide” for an interactive discussion on what to do when your clients are receiving conflicting guidance, complete with examples and tips you won’t want to miss.   


Our Speakers:

Kathleen Henry, Corporate and Transactions Attorney, Nutter

Moderator

Kathleen R. Henry is an associate in Nutter’s Corporate and Transactions Department, and a member of the firm’s Mergers and Acquisitions and Private Equity practice groups.Kate provides legal counsel to corporations, LLCs, limited partnerships, and other entities on a wide range of issues, including formation, corporate governance, mergers and acquisitions, and venture capital and angel financing transactions. Kate assists clients throughout the lifecycle of their business, from business growth and financial development to the realization of a successful exit or recapitalization. Kate also assists financial institutions with corporate and regulatory issues, as well as reorganizations, acquisitions, and private placements.  

Most recently, Kate was part of the Nutter team that represented Eastern Bank in its historic $1.8 billion IPO.


Jennifer Wolfsberg, Managing Principal, Centerpoint Advisors

Panelist

Jennifer, manages the overall client and family planning needs and thrives on the synergistic coordination and collaboration of the Centerpoint team with client’s other advisors and professionals. These include but are not limited to their CPAs, estate, divorce and corporate attorneys, and insurance professionals. Her macro view for big picture needs solidifies the complete vision that keeps high net worth families on track to achieve their goals during, throughout, and beyond the journey of the deal.





Ed Pendergast, Managing Director, Dunn Rush & Co.

Panelist

Ed works across a number of industries helping owner-managers increase their company’s value. He has done this throughout his career as an investment banker, CPA, corporate financial consultant, business valuator, CEO, Director, arbitrator and mediator, and a faculty member for the National Association of Corporate Directors’ (NACD) Board Advisory Services. Ed has been an advocate for emerging businesses with a special emphasis on working with closely held and family businesses.

Updated: January 14th, 2021

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