Meeting/Event Information

This meeting will have two sessions:

Learn priceless research about the market, manpower, and information management.  This session is being led by Jared Parker, Matthew Moore, and Clyde Diao from Regional Economic Consulting Group.

Then, learn about the importance of Employees & Executives when exit planning. This will be led by Ray Monteleone and Bo Megginson of Paladin Global Partners.

Our Venue: Okeechobee Prime Event Hall

Regional Economic Consulting Group

REC Group is a private economic consulting firm founded by former State of Florida economists. The Firm has extensive experience forecasting and analyzing Florida's economy at the city, county, regional, and state levels. REC Group uses S&P Global macroeconomic forecast data and granular Florida economic forecast data to provide economic analysis that combines national trends with detailed local knowledge. This approach addresses the gap between broad macroeconomic research and specific Florida market conditions.

For investors and corporate acquirers, REC Group provides economic analysis for investment decisions, exit timing, and M&A transactions. The Firm analyzes how national sector trends interact with Florida-specific factors, such as infrastructure development, migration patterns, construction pipelines, and financial services employment concentration. For M&A transactions, REC Group conducts economic due diligence by evaluating targets based on forward demand projections, competitive conditions, and regulatory considerations at the local and regional level. REC Group supports clients with tasks including real estate, submarket analysis for acquisitions, and economic justification for valuations in sale processes. The Firm applies macroeconomic forecasts and Florida-specific expertise to support investment and transaction decisions.

Paladin Global Partners

Paladin Global Partners is a business consulting firm offering high-level strategic advice across sectors and in a variety of industries. We develop creative solutions to complex issues.

Ray Monteleone

Ray Monteleone is President of Paladin Global Partners, a business management consulting firm, and Managing Partner of Monteleone CPA & Associates, a full-service CPA firm. Ray focuses on strategic management, problem solving, mergers & acquisitions, compensation consulting, growing companies, exit planning strategies, and senior executive mentoring for clients worldwide in industries such as healthcare, high tech, manufacturing, education, financial institutions, and not-for-profit organizations. He held numerous directorships such as Rexall Sundown, First American Railways, Durango & Silverton Narrow Gauge Railway, Rush Holdings, and Pointe Financial Corporation, serves as Chairman of the Board of Innoveren, and is a member of the Board for Chen, Moore & Associates, chairing the Ethics & Governance Committee. A CPA, Ray was Partner/Tax Director at Arthur Young for the South Florida practice and consultant with Holland & Knight involved in strategic planning & practice development. Ray was VP of Global Corporate Development for Sensormatic Electronics Corporation and interim CFO. He was President of First American Railways; Chairman and Co-CEO for Loren Industries; Deputy Commissioner, COO/CFO for the Florida Department of Education; and an officer of Laser Spine Institute. 

Bo Megginson

Partnered with Paladin Global Partners is Gold Coast managing partner Bo Megginson, a seasoned leader in venture funding, early-stage growth, and cross-border partnerships. With a track record spanning over $40 million in early-stage investments, Megginson has helped bridge Israeli innovation with U.S. capital markets—driving new opportunities for high-growth startups and established enterprises alike.

Invite Others (Members Can Register Guests for Free):

Members are encouraged to invite clients, business owners or even other exit advisors for free.  Use the code FreeGuestPass2026 at checkout.  We encourage non-members who haven't been invited by a member to purchase the guest pass and consider joining EAA.