Enhancing M&A Outcomes with Outsourced CFO Insights

Overview

Join us for this insightful webinar on Enhancing M&A Outcomes with Outsourced CFO Insights, where we’ll discuss how an Outsourced CFO can help drive success in mergers and acquisitions. You’ll hear from two experts in this space, Lee Boss & Bjondina Karpuzi, Managing Directors with Mercadien, and learn how the expertise and support of an Outsourced CFO can assist you in achieving your business goals. 

Discover the key advantages of leveraging an Outsourced CFO during an M&A transaction, including: 

• Enhanced due diligence and specialized expertise
• Accurate and reliable financial valuations and comprehensive risk assessments
• Improved alignment of financial systems and strategies for seamless post-merger integration
• Streamlined reporting processes to effectively maintain compliance
• Access to an expert that can handle the complex financial aspects of a business transaction
• Continuous support for a smooth transition and successful integration 

Don't miss the opportunity to gain valuable insights and practical knowledge to enhance your M&A outcomes. Register today!

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$00 Member Registration Fee
$40 Non-Member Registration Fee

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Speakers

Lee Boss, CPA, MBA Managing Director Mercadien’s Transaction Advisory Services Group

Focusing on building relationships, Lee Boss takes a proactive, client-facing approach in business. He takes the time to get to know his clients, as well as their needs and goals. As a Managing Director and Chair of the Transaction Advisory and Private Company Services Groups, Lee acts as a strategic resource and trusted advisor to clients across various
industries, including manufacturing, professional services, technology and healthcare. 

When it comes to making difficult decisions, such as buying or selling a business, business owners want someone who they trust and can depend on. Lee’s clients know that any decision they face, whether it’s succession or strategic planning, bank financing and refinancing, or general financial management, he’ll be there every step of the way. Operating by Ben Franklin’s quote, “An investment in knowledge pays the best interest,” Lee stays up to date on the latest industry trends and changes. This extensive knowledge and experience leaves his clients calm and assured.

With a holistic approach to and deep understanding of complex business transactions, Lee provides end-to-end support for his clients. From succession and exit planning to post-transaction integration, he guides clients through each stage of the deal, offering strategic insights, conducting thorough due diligence, assisting in the assessment of financial and accounting systems, and more. Lee's expertise extends to collaborating with his clients’ other professional advisors, providing a seamless and coordinated approach that ultimately results in a successful transaction.

Additionally, Lee's expertise extends to helping businesses become well-prepared for the selling process. He conducts sell￾side readiness assessments, identifying areas of improvement and working closely with clients to enhance financial performance and operational efficiency. Through the development of captivating go-to-market materials, Lee helps his clients present their businesses in the best possible light to attract potential buyers and investors.

Before joining Mercadien, Lee was employed at a Big Four firm, where he developed his audit, accounting and advisory skills by serving both large private and public companies, as well as middle market clients. It’s clear that Lee has built a solid foundation from his previous experiences and continues to grow that foundation with Mercadien. Lee resides in Robbinsville, NJ with his wife and their three children.

Bjondina Karpuzi, CPA, PSA Managing Director Mercadien’s Outsourced CFO & Accounting Services Group

Bjondina Karpuzi is a managing director of The Mercadien Group; principal in Mercadien, P.C., CPAs; and Co-Chair of the firm’s Outsourced CFO & Accounting Services Group. In this role, Bjondina serves as a trusted advisor to her clients, helping them navigate through complex financial challenges, performing special projects, preparing monthly reports, as well as assisting them with accounting and other financial processes so they can focus on what’s important – running their organization.

Before making any recommendations or decisions, Bjondina likes getting a full understanding of her clients. She takes a hands-on approach to build better relationships, to help her better understand her clients’ needs and objectives. Whether a company needs help in accounting and financial reporting, risk management, or strategic planning for growth and
profitability, Bjondina is there to support them in any way she can. She takes the time to get to know each client, learn about their current operations, opportunities they have, and their long- and short-term goals, then provides them with sound advice and guidance to help them achieve those goals.

Additionally, Bjondina interprets financial data and provides valuable insights to help her clients improve their operations and financial performance, as well as develops budgets and forecasts, cash flow projections, and meaningful KPIs to help them stay on track.

In addition to working with privately-owned companies and nonprofit organizations, Bjondina has experience working with private schools, performing financial statement audits, reviews and compilations along with reporting, disclosures and compliance issues of organizations subject to New Jersey Department of Education, New Jersey Administrative Code and state and local reporting requirements. As such, Bjondina is a valuable asset to her clients in this space because she understands the complex rules and regulations they face.

Thank you to our Chapter Sponsors! 

BRONZE SPONSOR

Thank you to our National Sponsor!

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