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1/19/21 Webinar: Getting Deals Done in 2021: Different Points of View
We are happy to be done with 2020!

2021 has begun and we all are eager to continue to get deals done in this current environment. What will it take to be successful in 2021?
We thought we start off the year with 3 different perspectives:
A banker, a broker and an attorney.

1) How can we get deals done in this environment? What do we need to do differently in 2021?
2) Tips for being more successful and productive in your deals.
3) And many more …

RSVP today for the CVBBA’s first 2021 Webinar!

Presenters:

Matt Joyner, Attorney and Partner, Bishop, Dulaney, Joyner, & Abner
Stan Lamb, Senior VP &SBA Financial Advisor, Pinnacle Financial Partners
Jay Offerdahl, President, Viking Mergers & Acquisitions

Agenda:

CVBBA News & Update (a look back at 2020 and look forward to 2021)
Panelist Introductions
Opening Statements from Panelists
Moderator Led Q&A with the Panelists
Member Questions and Takeaways
Closing Statements (if time allows)

Jan 19, 2021 12:00 PM in Eastern Time (US and Canada)

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Speakers

Matt Joyner
Attorney and Partner @Bishop, Dulaney, Joyner, & Abner P.A.
Mr. Matt Joyner is a practical business lawyer who helps entrepreneurs and investors start, run, buy and sell businesses and do deals. He's a North Carolina native who worked for years as General Counsel and Vice President of Administration for an international manufacturing and distribution company as part of its executive team. Matt is a practicing business attorney and shareholder at Bishop, Dulaney, Joyner, & Abner P.A. based in Charlotte, NC.
Stan Lamb
Senior Vice President & SBA Financial Advisor @Pinnacle Financial Partners
Stan has been assisting Small Business Clients for over 20 years with SBA and USDA loans. Stan is a native to Charlotte and currently resides in Fort Mill, SC, where he has assisted clients all over the Carolinas and the Southeast with small business financing. He has experience in all facets of small business lending, including real estate purchases, refinances, construction financing for new and/or existing businesses, partner buy-outs and business acquisitions. Stan doesn’t specialize in any one industry, but covers a broad spectrum of industries. The wealth of experience Stan has gained over the years supports his commitment to providing excellent customer service and to guide clients through all aspects of small business financing. Whether you are starting a new business or expanding a multi-million dollar business, Stan will ensure you obtain the right loan to match your needs.
Jay Offerdahl
President @Viking Mergers & Acquisitions
Jay started in the industry 24 years ago with my father immediately after graduating from Appalachian State University. They decided to get into the industry because his father had sold 3 of his own businesses through a business broker and felt like there was a need for a more professional firm to service the closely held business. Jay bought his father out 5 years ago. At that time, they had one office and 9 staff members. He decided to get out of production and focus on working on the business. They now have 7 offices and 30 staff members.