Lee Boss

What to Do When You Receive an Unsolicited Offer to Sell Your Business
One of the biggest dilemmas business owners may face is when they receive an unsolicited offer to sell their business. On one hand the business owner has invested countless hours,…

Webinar Replay: Surviving to Thriving: Employer Considerations in a Changing Employment Market
Mercadien’s Nonprofit & Human Services & Private Company Services Groups hosted a complimentary webinar “Surviving to Thriving: Employer Considerations in a Changing Employment Market”. Presenters, Christina M. Reger, Esq., Founding Partner,…

Mercadien Webinar Replay: M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process
Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors, Kevin Hoyle, CEO of B2B Gateway & Nicholas San Filippo IV, Partner of Lowenstein Sandler LLP…

Mercadien Webinar Replay: Strategies for Business Continuation Part 3: Business Protection
In association with Source Advisors, Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien’s Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services presented…

Mercadien Webinar Replay: M&A Series Pt. 2: Strategic Liquidity Alternatives
Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors & Gary Halpern, Former Owner & President of Neutronics presented a webinar, M&A Series Pt. 2:…

How to Position Your Business for a Successful Transition
All business owners should consider their succession plan; not just those nearing retirement. The earlier you start planning, the better. Many business owners wait until it’s too late, and leave…

Mercadien Webinar Replay: Strategies for Business Continuation Part 2: Key Person Protection
In association with Source Advisors, Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien’s Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services presented…

Mercadien Webinar Replay: Strategies for Business Continuation Part 1: Succession Planning
In association with Source Advisors, Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien’s Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services presented…

Mercadien Webinar Replay: A Deep Dive into Middle Market M&A & Outlook for 2021
Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors & Rachel Stark, Shareholder of Stark & Stark presented a webinar, A Deep Dive into…

Mercadien Webinar Replay: Getting Your Financial House in Order Post COVID-19
Lee D. Boss, CPA, MBA, Managing Director & Chair of Mercadien’s Private Company Services Group & Michael Warady, CFP, Regional Director of Source Advisors presented a webinar Getting Your Financial…