Merging, Morphing and Surviving



  • Whether you are just starting your business or you are ready to cash out, learning more about the acquisition processes is a must. This nuts and bolts seminar will address the do's and don'ts of selling your business.


    Jacqueline B. Kessel (bio), Founder, HiTech Law
    Gary Jones (bio), ValueNomics Research, Inc.
    John Cromwell (bio), Alliant Partners

    Because 80% of businesses are sold rather than going IPO, it can never be too early to learn about how an acquisition works, and start positioning your company for your exit strategy. Even if you are looking at raising funding, you should also be looking at possible merger opportunities as an alternative to funding. These are tough times with tight capital markets and the entrepreneurs with the foresight to plan ahead will be the winners of tomorrow.

    This is a seminar where you will get practical advice from top specialists in the M&A area. You will have the opportunity to ask the panel for advice and to participate. The speakers are going to make this an interactive session. Timing is critical for any acquisition, you will learn how much time you need to get a deal in place and the answer might surprise you.

    The speakers will address these questions and more:

    • How do you maximize your valuation?
    • How will the buyer look at your value proposition?
    • Should you hire an investment banker?
    • What does it cost?
    • How does it work?
    • How does the process work?
    • How much information do you reveal and when?
    • What are the steps you take?
    • How long does it all take? 

      Speaker Bios


      Jacqueline B. Kessel, Founder, Partner, HiTech Law

      The primary focus of Jackie's practice is on all aspects of acquisitions, technology licensing and corporate law including mergers. Jackie also assists clients in negotiating with partners and distributors.


      Gary E. Jones, CEO, ValueNomics

      Mr. Jones is a California Certified Public Accountant (CPA), License #26082, specializing in only valuation services including in particular private, closely held businesses and is a Certified Valuation Analysts (CVA). He is the founder and president of ValueNomics Research, Inc., (“ValueNomics”) a company headquartered in Cupertino. ValueNomics performs valuation services and most often in a non-litigation context. However, Mr. Jones and ValueNomics’ Director of Valuation Services, Dirk Van Dyke, MSBA, ASA have testified as experts in valuation matters.

      Mr. Jones has been involved in over 1,000 valuation engagements during his career as a CPA in public practice and with ValueNomics (a combined 29 years personally). Among other things, he is a Certified Fraud Examiner (CFE, lifetime member of the Associate of Certified Fraud Examiners). Mr. Jones has published writings nationally and taught about the valuation process, including principles, standards, methodology, theory, research, analysis, and the process applicable to valuation. Specifically he co-authored with Mr. Van Dyke the book titled The Business of Business Valuation, published by McGraw-Hill, 1998.

      Mr. Jones has been through extensive consideration and approval for authorship of articles for: Irwin Professional Publications, Times Mirror Professional Publications, and by the editor of Valuation Strategies Magazine published by Warren, Gorham and Lamont (the IRA Group). More information concerning ValueNomics Research, Inc. is attainable from their web site at


      John Cromwell, Alliant Partners

      John Cromwell joined Alliant Partners in March 1996, bringing extensive transaction and structuring experience to the firm. His particular area of focus is on Internet and software transactions. He has represented dozens of companies in acquisition and investment transactions involving ePiphany, Critical Path, E*TRADE, Yahoo/, EMC and Compaq, among others.

      Prior to joining Alliant, Mr. Cromwell was Managing Director of Bank of America's high-technology group, responsible for directing the bank's global high tech practice, which encompassed hundreds of relationships. Earlier in his career, Mr. Cromwell was active in the leveraged buyout business while a Managing Director at Security Pacific Merchant Bank, arranging acquisition financings and providing advisory services for major industrial companies.

      Mr. Cromwell is a member of the Board of the Technology Museum of Innovation and currently chairs its Corporate Support Committee. He received his B.S. degree from Santa Clara University and his M.B.A. degree from U.C. Berkeley.

      Event Logistics



    8:30am-9:00am Registration/Networking/Continental breakfast

    9:00am-1:00pm Interactive Seminar



    SDForum Center

    111 W. Saint John, Suite 200

    San Jose, CA 95113


    Seminar Track

    Business Planning/Management, Idea and Startup Stage Businesses


    Cost (Continental Breakfast included)

    $30 SDForum and SVASE Members

    $60 Non-Members

    Pre-registration unavailable. Please register at the door.