A case study: Managing Your Private Business Wealth

This presentation will provide case studies on recent private company internal ownership transfers (family, 2nd generation, management, key employee(s), etc.). This discussion will review how these transactions were structured and funded. We will also cover private company valuation methodology, and the drivers for value growth. This knowledge will help owners prepare for their future. Join us for this one-hour webinar covering key aspects of positioning a company for growth and/or ownership transfer.

Webinar Presenters:

Lesli has 20 years of experience providing privately owned companies and their management teams with conventional and SBA loans for shareholder buy- ins, buy- outs, acquisitions, company growth, or to refinance current senior debt. She works with business owners from all industries and has also developed a specialty in working within the construction industry. Lesli has gained experience through serving on the Board of Directors for Central Florida Chapters of ABC and CFA and is also a member of CFMA. Lesli joined Florida Capital Bank 10 years ago, but previously worked from 1997-2007 for First Union/Wachovia Bank. Lesli holds a Bachelor’s degree in Business Administration from Florida Southern College and is a Certified Financial Planning ® professional.


Peter has worked in a commercial banking and financial advisory capacity for nearly 30 years. As a Director with Florida Capital Advisors, Peter works with privately held companies on businesses wealth advisory and commercial lending. The business advisory work includes shareholder value growth and owner transition strategies Peter also continues to fulfill his clients’ commercial lending and SBA/USDA financing needs. Throughout his career, Peter has worked with companies in numerous industries including those in the manufacturing, medical and wholesale distribution fields. Prior to joining Florida Capital in March 2007, Mr. Allport spent 20 years with Wachovia Bank (now a Wells Fargo Company) in a similar capacity. Mr. Allport earned a Bachelor’s degree in Economics from Rollins College and is a past President of the Winter Park Racquet Club. Peter has also earned the CEPA designation from the Exit Planning Institute.

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