RSVP
August 30th Luncheon
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JOIN TABB HOUSTON FOR LUNCH
AUGUST 30TH
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SELL SIDE DUE DILIGENCE AND M&A TRANSACTIONS PANEL
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Preparing for the Sale: Pitfalls and Potential
When selling a business you can streamline the process by properly preparing the offer and the necessary supporting information.
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PANELIST
:
SBA Houston Market Specialist
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Kristina Von Woglom-Davis is a Houston native and specializes in commercial finance products to entrepreneurs and small to medium sized businesses. Kristi is a finance professional with more than a 15 years of experience in commercial debt, lending, commercial finance and trading. Currently she works for Regions Bank as a SBA Specialist in the Houston and East Texas markets, where she works to meet customers’ needs through SBA loans for commercial real estate, business acquisitions, working capital and conventional equipment loans. She has participated in over 200 MM total projects in the Texas area.
Kristi is a seasoned veteran in commercial lending where previous to Regions she owned her own consulting business helping businesses manage their debt. In addition, she has worked in Houston as a commercial loan officer for over 15 years and was a SBA Bond Trader at Sterling Bank Capital Markets.
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Kristi Von Woglom Davis
SBA and Commercial Lending
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VP- Commercial Banking- $5M Plus
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Brad Notter, Regions Bank VP Relationship Manager Commercial Banking Middle Market, has been helping business owners and executives grow nationally and internationally by taking the time to understand what matters most to their business.
Mr. Notter has more than 20 years of experience advising and strategy execution on mergers and acquisitions, debt financing and risk management for companies.
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Brad Notter
Commercial Banking - VP - Relationship Manager
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Ed is a successful businessman who had a very humble beginning. Arriving in Houston at age 22, homeless, a backpack, $34 dollars and an unhealthy dose of addiction. While overcoming his challenges, he went on to build a multimillion-dollar corporation that has afforded him a luxury lifestyle while also designing an exit strategy to ensure a lucrative sale of his “irresistible company.”
Today, Ed is semi-retired, and extremely active as a mentor to many seeking recovery, a Martial Arts Instructor, a passionate volunteer for the wounded warrior vets and loves to coach businesses to help them maximize their operation to guarantee a lifestyle of freedom, all while managing his investment projects in Costa Rica, Bogota Columbia and visiting his ranch in the Texas Hill Country.
Ed Hoffman
Innovation Consulting
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PRE-REGISTER NOW AND SAVE!
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SELL SIDE DUE DILIGENCE AND M&A TRANSACTIONS PANEL
AUGUST 30TH
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THE PALM
6100 Westheimer Rd., Houston, TX 77057
Luncheon: 11:30 AM - 1:30 PM
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WE'RE EXCITED TO ANNOUNCE OUR NEWEST GOLD PARTNERSHIP
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BRENDA EDWARDS
Vice President- Commercial Lending
Allegiance Bank
Office: 832-615-6860 | Cell: 405-513-0982
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COMMERCIAL, SBA, AND CONVENTIONAL LENDING
Brenda Edwards is very important to TABB as she also serves on the Board of Directors of the Houston Chapter and Steering Committee Chairman
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TABB Houston and Mainstream Partner-Up!
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CREDIT CARD
PROCESSING SERVICES
BUSINESS OWNERS:
Are you paying too much for your processing services?
Get a
FREE
quote with Mainstream Merchant Services!
A few benefits Mainstream has to offer:
- Guaranteed Rates
- Free Terminals
- 90-day Satisfaction Guarantee
- Loyalty & Integrity
- Direct Number to Trudy- No More 800-Numbers
Mainstream Merchant Services
832-724-7440
MAKE SURE TRUDY KNOWS YOU CAME FROM TABB!!
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Adam Miller
President & CEO
Aegis Insurance & Financial Services
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Adam Miller
is the President/CEO of
Aegis Insurance & Financial Services
i
s a full-service insurance agency with Agents specializing in all different forms of Insurance, including Homeowners, Commercial Coverage, Auto Insurance, and Life Insurance needs. Whether your insurance needs are for business coverage, family coverage, or individual coverage, Aegis Insurance & Financial Services has customized insurance solutions to protect what is most important to you.
BUSINESS IS UNPREDICTABLE.
BUYING BUSINESS INSURANCE SHOULDN'T BE.
By most accounts, the goal of doing business is maximizing profits, while minimizing costs. This means making strategic plans that account for expected costs and delineate actionable plans that shrewdly reinvest the profits. Keeping costs to an acceptable level entails finding affordable, comprehensive business insurance that can reduce the cost of unexpected losses, like natural disasters, lawsuits, employee injuries, and more.
But, how much business insurance is too much? How much is too little?
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Business insurance packages can include any of the following coverages:
At Aegis, we understand the importance of having affordable, comprehensive business coverage in place – no matter how big or small the business may be. We can identify the required state policies and suggest more comprehensive and affordable business insurance solutions.
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Kristi Von Woglom Davis
SBA and Commercial Lending
713.480.0229
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Small Business
The financial prosperity of your small business is not to be taken lightly and neither should the small business banking solutions that are offered to you. Your bank should be stable and reliable, with a solid framework of experience and a time-honored tradition of attending to your business banking needs where and when it's convenient for you. Your bank should make your life simpler and less stressful, anticipating and even helping you avoid obstacles along your financial journey.
Commercial
Regions delivers a full range of financial, global and advisory services to meet the demand of the corporate/institutional marketplace. Our experienced team of commercial banking professionals understand the challenges you face. It's a relationship you can count on with confidence over the long term.
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Kristina Von Woglom-Davis is a Houston native and
specializes in commercial finance products to entrepreneurs and small to medium sized businesses.
Kristi is a finance professional with more than a 18 years of experience in commercial debt, lending, commercial finance and trading. Currently she works for Regions Bank as a SBA Specialist in the Houston and East Texas markets, where she works to meet customers’ needs through SBA loans for commercial real estate, business acquisitions, working capital and conventional equipment loans. She has participated in over 200 MM total projects in the Texas area.
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Being a seasoned veteran in commercial lending where previous to Regions she owned her own consulting business helping businesses manage their debt. In addition, she has worked in Houston as a commercial loan officer for over 15 years and was a SBA Bond Trader at Sterling Bank Capital Markets. Kristi received a Bachelor’s degree in Marketing and an Executive MBA with a specialization in Finance from the Bauer College of Business at the University of Houston.
Kristi lives in Cypress, TX with her husband, Trenton Davis and their 3 children; Sarah, Karylina and Jack.
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Mickey O'Neal
CPA Partner
Thayer O'Neal
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John Thayer
CPA Partner
Thayer O'Neal
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BRENDA EDWARDS
Vice President- Commercial Lending
Allegiance Bank
Office: 832-615-6860 | Cell: 405-513-0982
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TRUDY KING
Processing Credit Card Transactions
Mainstream Merchant Services
832-724-7440
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PETE VOLLERS MBA, CVA, CMEA
Managing Director
Pilot Valuation, LLC
Main: 832-690-0100 | 713-775-1250
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GEORGE A. KURISKY, JR.
Attorney at Law & Counselor
JOHNSON DELUCA KURISKY & GOULD, P.C.
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ROB LEWIS
Senior Vice President- Commercial Lending
Third Coast Bank
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Jessica Rios-Almanza
LOGOS • PRINT • WEB • MURALS
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Brian J Hunt, CCIM
Vice President
National Specialized Lending Division
BBVA Compass - Dallas
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Robert “Bob” Hernandez, MBA
Principal
Business Capitalization Specialists, LLC
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EXAMPLE OF BENEFITS INCLUDED:
- Benefits are honored throughout one year- 365 days!
- TABB Referrals
- 2019 Biz-Broker Expo Vendor Booth and Event Marketing
- Sponsors are automatically elected chair on the steering committee- no obligations!
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DIAMONDS
benefit from one-year
TABB
Membership
PLUS
FREE Admission
to ALL Houston events for ONE whole YEAR!!
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SPONSOR NOW AND START WINNING!!
TABB members consist of individuals/companies who work with, or provide services to business brokers and/or business owners, and those involved within the transaction of a business and/or lease assignment (Brokers, Attorneys, Financial Advisors, Banks/Lenders, Accountants, Investors, Insurance Providers, Investors, Private Equity Groups, Marketing and Strategist, etc.)
We all share the desire of growth and awareness; what better way to get you and your company in front of the right professionals? It’s all about connections, and we’re here to help you make the RIGHT ones!
It’s not what you know, it’s “WHO” you know!
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