Education Session: 5 Faster, Smarter Ways to Improve Cash Flow
June 5 @ 8:00 am - 9:15 am
Building a business is hard enough. A healthy business has a good balance of revenue, profits and expenditures. Your business must have a steady cash flow that keeps you in operation.
Although many external factors are out of your control, you can control internal operations, especially cashflow, if you make it a company-wide priority. In this session we’ll cover:
How to accelerate cash collection using better invoicing methods and payment platforms.
How to effectively monitor inventory levels.
How each employee can contribute to a healthy cash flow.
Negotiating vendor payment terms
Barry Epstein, Vertex Capital - President
||Barry Epstein, President of Vertex Capital, represents buyers and sellers throughout the Life Safety sector. With over 25 years of industry experience, he has completed numerous acquisitions in areas that include monitoring, integration, fire, guard and medical alert. He is a frequent industry speaker on growth through acquisitions, exit strategies and the current state of the acquisition marketplace. Vertex represents buyers ranging from public companies and private equity to super regionals and local buyers. The company represents sellers of all sizes, from SDM 100 companies to local dealers. Prior to founding Vertex Capital, he served as Senior Vice President at SLP Capital, a specialty finance company which provided capital to the Life Safety sector. He also served as a lender at FSS, a specialty lender to the alarm industry. Barry holds an MBA and a BBA from the University of Texas McCombs School of Business.
Marc Gilbert, Medical Guardian LLC - CFO
||Marc has 40 years of experience in working with both public and private companies, 35 of which were spent within the alarm industry, including electronic security and PERS. This experience includes his current CFO role for Medical Guardian LLC, 7 years with Matrix Security LLC as their VP of Mergers and Acquisitions, and 13 years as the CFO for Response USA. In addition to his 35 years in the alarm industry Marc was the Managing Director and CFO for Snip Link LLC, an internet and telecommunications company, and CFO at Elko & Associates, a regional accounting firm, where he developed and led a team of professionals to work within and understand the nuances of the alarm industry.
Prior to joining Medical Guardian Marc formed Pinnacle Advisory Services LLC (“PAS”). PAS provided advisory services to alarm industry lenders, alarm company owners, and central stations. His area of expertise includes due diligence, financial reporting, customer retention, financing, and M&A consulting.
Marc has completed over 200 acquisitions during his career and procured more than $300 million in capital. He has extensive experience overseeing due diligence processes used to evaluate financing and acquisitions.
Bachelor of Science - Accounting & Finance, Drexel University
Aaron Whitaker, Preventia - Founder
||Founder and CEO of Preventia, where we help people sleep at night and get the most out of their day with the easiest to use security and automation solutions available. A seasoned sales professional and entrepreneur who has knocked on thousands of doors and started several businesses. Preventia is on a mission to Shield over 1 Million people through the installation, service and monitoring of our security solutions. Preventia currently operates 2 branches in Tennessee and services roughly 10,000 monitored customers. Founded in 2010, Preventia has experienced tremendous organic growth and completed 8 acquisitions.
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