CHAIRMAN
Martin L. Camp
Partner
Jones Day
in cooperation with
FACULTY
David P. Barley, Sr.
Vice President
CPA*, MBA
Gunn & Company
Franchise
Accounting, Inc.
*regulated by the State
of Florida
Bart A. Brown, Jr.
President and CEO
Main Street & Main, Inc.
Michelle R. Brown
Associate
Jones Day
Tom Greene
Chief Operating Officer
Sam & Harry’s
Restaurant Holdings
Marshall D. Gunn, Jr.
President
CPA*/PFS, CFP
Gunn & Company
Franchise
Accounting, Inc.
*regulated by the State
of Florida
presents
THE
Restaurant
I N D U S T RY
Finance
& Investment
Forum
Doing the Right Deal at the Right Time
R. Wallace Hite
Managing Partner
Weichmann-Hite Partners
Stephen Joost
Chief Financial Officer
Firehouse Restaurant
Group
Louis Neeb
Chairman, President &
Chief Executive Officer
Mexican Restaurants
Vincent Orza
Chairman & Chief
Executive Officer
Eateries, Inc.
Ron Petty
President
Del Taco, Inc.
George Samaras
Chairman of the Board &
Chief Executive Officer
Hartz Restaurants
International
Michael Shepardson
President
CNL Advisory Services
Craig T. Weichmann
Managing Partner
Weichmann-Hite Partners
Robert Wheaton
President & Chief
Executive Officer
Star Buffet, Inc.
September 19-20, 2003
Orange County Convention Center • Orlando, Florida
www.northstarconferences.com
THE
Restaurant
I N D U S T RY
Finance
& Investment
Forum
Good deals can be hard to find and even harder to execute.
Just what is the most effective way to maintain the health of the business while
driving growth? Is it mergers and acquisitions? How about internal
development? What about franchising? Could a partnership be the vehicle
that drives expansion for your business? How do you reconcile the pressure to
deliver increased value and performance while jockeying for position in the
intensely competitive restaurant industry?
With today’s turbulent economy driving deal-making activity, the pressure to
deliver increased value and improved performance demands comprehensive,
precise execution on all fronts.
Join a stellar faculty of the industry’s top decision-makers, advisors, strategists,
and financiers to discuss doing the right deal at the right time from conception
to completion!
•
•
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•
Due Diligence – crossing the T’s and
dotting the I’s
Protecting brand identity in pursuit of
corporate development
The strategic ramifications of consolidation
Selecting the right lender for the deal
Valuation methodologies of tangible and
intangible assets
Post-deal integration
Hotel/Restaurant Partnerships
Joining forces with the Florida Restaurant
Association and Reed Expositions, NorthStar
will provide the quality content you have
grown to expect.
This conference is designed
for restaurant industry:
•
•
•
•
•
•
•
•
Chief Executive Officers
Presidents
Chief Operating Officers
Chief Financial Officers
Business Development
Officers
Vice Presidents of
Business Development
General Counsel
Other Senior Level
Executives
Whether you are preparing your company for sale, seeking to expand through
acquisition or gauging the economy to develop strategy, this conference will
provide essential information on market trends, financing and the innovative
tactics transforming the transactions.
Register Today!
Call 1-866-265-1975 (toll free), Fax 1-866-265-1976,
or register online at www.northstarconferences.com
FA C U LT Y
CHAIRMAN
Martin L. Camp
Partner
Jones Day
Dallas, Texas
FACULTY
David P. Barley, Sr.
Vice President
CPA*, MBA
Gunn & Company Franchise
Accounting, Inc.
Jacksonville, Florida
*regulated by the State of Florida
Bart A. Brown, Jr.
President and CEO
Main Street & Main, Inc.
Phoenix, Arizona
Michelle R. Brown
Associate
Jones Day
Dallas, Texas
Tom Greene
Chief Operating Officer
Sam & Harry’s Restaurant Holdings
Vienna, Virginia
Marshall D. Gunn, Jr.
President
CPA*/PFS, CFP
Gunn & Company Franchise
Accounting, Inc.
Jacksonville, Florida
*regulated by the State of Florida
R. Wallace Hite
Managing Partner
Weichmann-Hite Partners
Indianapolis, Indiana
Stephen Joost
Chief Financial Officer
Firehouse Restaurant Group
Jacksonville, Florida
Louis Neeb
Chairman, President &
Chief Executive Officer
Mexican Restaurants
Dallas, Texas
Vincent Orza
Chairman & Chief Executive Officer
Eateries, Inc.
Edmond, Oklahoma
Ron Petty
President
Del Taco, Inc.
Lake Forest, California
George Samaras
Chairman of the Board &
Chief Executive Officer
Hartz Restaurants International
Houston, Texas
Michael Shepardson
President
CNL Advisory Services
Orlando, Florida
Craig T. Weichmann
Managing Partner
Weichmann-Hite Partners
Greenville, Texas
Robert Wheaton
President & Chief Executive Officer
Star Buffet, Inc.
Scottsdale, Arizona
Corporate Sponsors:
AGENDA
FRIDAY, SEPTEMBER 19, 2003
8:30-9:00
REGISTRATION &
CONTINENTAL BREAKFAST
9:00-9:15
WELCOME AND
OPENING REMARKS
9:15-10:00
THE RESTAURANT INDUSTRY
AND TODAY’S CAPITAL
MARKETS
• Market Outlook
• Current Trends and Expectations
• The Types of Deals that are
Successfully Getting Done
• Tips for Reading the Market
Tom Greene
Chief Operating Officer
Sam and Harry’s
Restaurant Holdings
Vienna, Virginia
11:45-12:30 FIVE STAR DUE DILIGENCE
• Planning and Organizing
Due Diligence
• Assembling the Team
• Utilizing Investigative Strategies
• Danger Ahead: Avoiding Traps
and Pitfalls
Michelle R. Brown
Associate
Jones Day
Dallas, Texas
12:30-2:00
Sponsored by:
2:00-2:45
• Making Money from the
Restaurant and Hotel Investment
Partnership
• Design the Hotel Restaurant to
Sell Food: Dining Room
Location, Free Standing Image
and Sufficient Parking
• You Keep Breakfast…We’ll Do
Lunch and Dinner
• Heads on Pillows…Rears on
Seats --- Accomplishing Both
10:00-10:45 STRATEGIC PLANNING:
RESTRUCTURING AND
DESIGNING THE
TURNAROUND
• Your Financial Needs and Goals
• Planning Your Attack
• Implementation of the Plan
Bart A. Brown, Jr.
President and CEO
Main Street & Main, Inc.
Phoenix, Arizona
Vincent Orza
Chairman &
Chief Executive Officer
Eateries, Inc.
Edmond, Oklahoma
10:45-11:00 MORNING BREAK
• Understanding the Different
Valuation Models
• Which Model is Appropriate for
Your Firm
• Applying the Valuation Model
• Industry Comps
Michael Shepardson
President
CNL Advisory Services
Orlando, Florida
"CHECKING IN" TO BETTER,
MORE PROFITABLE FOOD:
BRAND NAME RESTAURANT &
HOTEL COMBINATIONS
A provocative discussion of hotel
and restaurant operators on joint
ventures that make money for
both sides.
George Samaras
Chairman of the Board & Chief
Executive Officer
Hartz Restaurants International
Houston, Texas
11:00-11:45 VALUATION AND
INVESTMENT STRATEGIES
FOR DEAL-MAKING IN THE
RESTAURANT INDUSTRY
LUNCHEON
2:45-3:30
THE IMPORTANCE OF A
STANDARDIZED
ACCOUNTING SYSTEM
• Hinging Your Companies
Success on Accurate, Timely
Information
• On-line Instantaneous Internet
Accounting
• Getting Everyone on the
Same Page
David P. Barley, Sr., CPA*, MBA
Vice President
Gunn & Company Franchise
Accounting, Inc.
Jacksonville, Florida
*regulated by the State of Florida
10:15-11:00 FINANCING THE DEAL IN
TODAY’S MARKETPLACE:
INTERPLAY OF TWO
PERSPECTIVES
• Debt vs. Equity
• Selecting the Best Alternative for
Your Transaction
• Using Venture and Buyout
Financing
• Making the Right Decision in
Today’s Market
• Credit and Equity Markets
Marshall D. Gunn, Jr.,
CPA*/PFS, CFP
President
Gunn & Company Franchise
Accounting, Inc.
Jacksonville, Florida
*regulated by the State of Florida
R. Wallace Hite
Managing Partner
Weichmann-Hite Partners
Indianapolis, Indiana
Stephen Joost
Chief Financial Officer
Firehouse Restaurant Group
Jacksonville, Florida
3:30-3:45
AFTERNOON BREAK
3:45-4:30
GROWTH BY ACQUISITION:
THE BUY VERSUS BILL
DECISION
Craig T. Weichmann
Managing Partner
Weichmann-Hite Partners
Greenville, Texas
11:00-11:45 MAKING THAT GOOD
ACQUISITION A GREAT ONE
• Acquisition Return on
Investment vs. New Development
• The Process: Do’s and Don’ts of
the Decision Process
• Analyzing the Numbers
• Seizing the Opportunities:
5 Key Synergies
• Major Risk Considerations:
Avoiding the Pitfalls
• Brand Management and
Transition
• Your Management Team
Louis Neeb
Chairman, President and Chief
Executive Officer
Mexican Restaurants
Dallas, Texas
Robert Wheaton
President & Chief
Executive Officer
Star Buffet, Inc.
Scottsdale, Arizona
SATURDAY, SEPTEMBER 20, 2003
11:45-12:00 MORNING BREAK
9:00-9:30
CONTINENTAL BREAKFAST
9:30-10:15
SELECTED LEGAL ISSUES TO
CONSIDER IN ESTABLISHING
A SUCCESSFUL REFRANCHISING
PROGRAM --- AVOIDING
COMMON PITFALLS
• Use of Letters of Intent
• Use of Earnest Money and
Break-up Fees
• Determining which Assets to Sell
and Third Party Consents
• Use of representations of
Warranties
• Assignment vs. Sublease
Martin L. Camp
Partner
Jones Day
Dallas, Texas
12:00-12:45 BEST PRACTICES FOR BUYING
AND SELLING FRANCHISES
• Valuing Assets
• Franchise Issues
• Commercial Real Estate
• Analyzing the Competition
• Post-Acquisition
Ron Petty
President
Del Taco, Inc.
Lake Forest, California
12:45
CONFERENCE ADJOURNS
SPECIAL INVITATION TO
CONFERENCE ATTENDEES
2003 Florida Restaurant
Association/National Restaurant
Association Celebrity Golf Tournament
September 18th - 10:30 a.m. shotgun start
Champions Gate - Orlando, FL
Be a part of the biggest networking event of the
year with 288 restaurant industry VIPs, including
high-level representatives from national chains
and franchises, large independent operators and
major suppliers.
Special rate for conference attendees:
$250 (space is limited)
For more information visit the web @
http://golf.floridarestaurateur.com
or call Dan Murphy @ 888-372-9119 Ext. 235.
2003 FRA Gala at Hard Rock Live!
September 19th - 7:30-10:30 p.m.
Universal Studios Citywalk - Orlando, FL
Celebrate Florida's restaurant industry with an
exciting evening of networking, food and fun.
Following presentation of the FRA Lifetime
Achievement Award to Bob Leonard, President
and CEO of FMS Management Systems, Inc., enjoy
the fabulous jazz and swing sounds of Michael
Andrew and Swingerhead.
Special rate for conference attendees: $30
Call 888-372-9119 for tickets or information.
2003 Florida Restaurant Show
What will you find at the 2003 Florida Restaurant
Show in Orlando? You'll find everything you need
to build your business in a tight economy at this
year's show. Restaurant owners, managers, chefs
and other industry pros can talk with the leading
exhibitors, see a unique selection of products, and
upload provocative new ideas at educational
seminars and exciting special events to keep your
business fresh and flourishing. So don't delay.
Unlimited complimentary access for conference
attendees.
ABOUT NORTHSTAR
CONFERENCES
The NorthStar team has produced
over 1,000 national and international
conferences, trained over 55,000 senior
executives and worked with more than
20,000 speakers. Our programs
cover a wide range of industries
and subject areas including: law firm
management, accounting firm
management, finance, mergers,
marketing, public relations, advertising,
education and legal/regulatory issues.
CUSTOM CONFERENCES
The most productive setting for client
development and in-house training.
Discover how these affordable
customized events can play a leading role
in your organization's growth.
• Enhance your client development
efforts by creating a customized
conference to showcase your firm's
expertise. We can design a forum
with the right faculty and the right
audience, resulting in a valuable
exchange of ideas, as well as new
business relationships.
• Craft in-house training programs
tailor-made to achieve your educational
goals. We develop the curriculum,
hand-select the speakers, and bring the
program to you.
The NorthStar team is uniquely qualified
to deliver these services to you.
For a free consultation, call Kimberly K.
Fine at 212-596-6151, or visit our web
site at www.northstarconferences.com.
BUSINESS DEVELOPMENT
OPPORTUNITIES
NorthStar offers customized sponsor and
exhibitor packages at our industryspecific conferences. Showcase your
products and services while networking
with decision-makers in a non-trade
show environment. Whether it’s hosting a
networking cocktail or luncheon reception,
our sponsor and exhibitor benefits bring
you closer to your clients and prospects.
Find out how we can assist you with your
business development initiatives by calling
Meryl Becker today at 212-596-6070.
REGISTER
FOUR EASY WAYS TO REGISTER
☎
✆
✉
PHONE
1-866-265-1975 or 212-596-6006
(open until 5:00 p.m. EST)
FAX
1-866-265-1976 or 212-596-6092
(available 24 hours)
MAIL
NorthStar Conferences LLC
1211 Avenue of the Americas
New York, NY 10036
ONLINE
www.northstarconferences.com
REGISTRATION FEE
Single Registration:
$1,095 per person
EARLY BIRD REGISTRATION FEE
Single Registration:
$995 per person by 8/8/03
FRA & AICPA MEMBER DISCOUNTS
$100 off the registration fee
(up to maximum $200 discount).
CONTINUING EDUCATION
To obtain continuing education credits, please check the
appropriate box on the registration form. If registering by
phone, please advise customer service of your requirements.
For any questions, contact Vesna Reyes at 212-596-6017.
Applications for Continuing Legal
Education Credits vary from state
to state. Please contact us to see if
CLE has been applied for in your state.
NorthStar Conferences LLC is registered
with the National Association of State
Boards of Accountancy (NASBA) as a
sponsor of continuing professional
education on the National Registry of
CPE Sponsors. State boards of accountancy have final
authority on the acceptance of individual courses for CPE
credit. Complaints regarding registered sponsors may be
addressed to the National Registry of CPE Sponsors, 150
Fourth Avenue North, Nashville, TN, 37219-2417.
Telephone: 615.880.4200. Web site: www.nasba.org
Course Level: Advanced
No prerequisites and/or advance preparation is required.
Recommended CPE credit = 5
PAYMENT
Payment is due within 30 days upon receipt of invoice or
7 days prior to the conference, whichever is earlier. You
may pay by check, Visa, MasterCard, American Express
or Discover. Payment includes the cost of continental
breakfasts, luncheon, refreshment breaks, cocktail
reception and notebook. Federal Tax ID #06-1623588.
Orange County Convention Center
9800 International Drive
Orlando, Florida 32819
Phone 407-685-9800 Toll Free 800-345-9845
TRAVEL INFORMATION
CONFERENCE HANDBOOK
AND AUDIO TAPES
Audio tapes of the conference and the handbook of
written materials are available for purchase at the
following prices (NY and NJ residents add appropriate
sales tax.)
Handbook & Audio Tapes
Audio Tapes
VENUE
$395.00
$295.00
To order these items, simply check the appropriate box on
the registration form and provide credit card information or
payment. All meeting materials will be shipped within six
weeks of the conference.
CANCELLATION POLICY
Cancellations are subject to a non-refundable 10%
administrative fee. Substitutions are permitted. To receive
a refund, your written cancellation must be received by
September 9, 2003. You are responsible for payment in full
if not cancelled before September 9, 2003.
Take advantage of easy access to great travel deals. Simply
visit www.FRAEXPO.com, select “Florida”, and click the
"Travel Deals" tab for one-stop shopping. The website
offers you exclusive access to great rates on Preferred Event
Hotels, airfare and rental cars through SABRE, the world's
leading online travel system. You'll get the best travel deals,
including the lowest applicable airfare, hotel and car rental
rates at time of booking.
Reserve soon - the best options and bargains disappear fast!
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(available 24 hours)
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(open until 5:00 p.m. EST)
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FOUR EASY WAYS TO REGISTER
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New York, NY 10036
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❏ Register the following for the conference ($1,095 Single plus $100 off if you register by 8/8/03)
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September 19-20, 2003 ■ Orange County Convention Center ■ Orlando, FL ■ Session #39MAA01/R3052
The Restaurant Industry Finance and Investment Forum
Please check the appropriate boxes
Click here to register