Legal Landmines: What Private Boards Must Know” Part 3

Overview

Presented by Lighthouse Value Partners, we will hear from their talented advisors discussing legal landmines that private company boards need to be aware of as they provide oversight to mitigate risks and provide for ownership changes.

During this 3-part series, we will enjoy time for discussion and Q&A as part of each session. 

Part 3 - Succession Planning 

What if the founder/CEO/MP is no longer able to serve due to death, disability; termination, or just wanting to move on. We will discuss various alternative solutions, protections, and planning tools, and dive into employment agreements, severance agreements, and Key Man insurance.

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Free for Members and sponsor & member invited guests; $35 for others

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DISCLAIMER: This content is not intended to answer specific questions or suggest suitability of action in a particular case. It is not, and should not be construed as, legal, financial, or professional advice provided by Lighthouse Value Partners or Shields Legal Group. No specific actions should be taken based on this content without consulting the appropriate professional advisors.

Speakers

James Shields Founding Partner Lighthouse Value Partners

Jim is a seasoned attorney, entrepreneur, and strategic investor with over 40 years of experience supporting founder-led businesses through complex litigation, transactions, and capital matters. A frequent speaker, he shares insights on negotiation, exit strategies, and entrepreneurship with business leaders and university audiences across the United States.

John Pappanastos Founding Partner Lighthouse Value Partners

As Managing Partner at Lighthouse Value Partners, John leads the Firm in helping business owners address operational and strategic challenges that impact enterprise value and deal readiness. His background spans strategy, finance, and executive leadership—including serving as CEO of a $100M financial services firm and holding senior roles at BellSouth—bringing deep experience in turnarounds, growth, and value creation.

Tandy Jouret Partner Shields Legal Group

Tandy serves as Shields Legal’s Transactions Leader. Tandy’s primary focus is corporate, finance, and mergers and acquisitions across a number of industries including commercial real estate, private equity and investment management transactions. Tandy represents corporate clients, entrepreneurs and family offices in connection with a variety of strategic transactions, capital formation and corporate governance, and has extensive experience with lender transactions, commercial real estate, and investment fund and asset management.

Jordan McCarroll Attorney Shields Legal Group

Jordan has built a diverse corporate practice over nearly two decades representing clients across industries such as oil and gas, technology, healthcare, and hospitality in complex transactions, equity offerings, and governance matters. She also advises bank clients on real estate and commercial transactions involving multi-party structures and sophisticated collateral requirements.

Virtual Series Sponsor

Thank you to our National Sponsors! 

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