This meeting is by invitation only and exclusive to owners and decision makers of qualifying middle–market companies.
Due to the nature of the workshop, personal and business information about you will not be revealed. Attendee’s are only referred to by their first names.
Content Covered
Maximizing Value
- How market conditions affect value
- Value myths exposed – should you use a formula?
- Impact of off-balance assets on value
- Value vs. price
- Identifying value enhancers
- Minimizing risk considerations
Documenting Value
- Recasting historical financial statements
- Preparing pro forma financial information
- Identifying future market opportunities
- Legal Implications
Understanding the Sales Process
- Presale planning
- Marketing your company
- Closing your transaction
Prospecting
- Understanding why buyers buy
- Who pays premium prices?
- Which buyers to avoid
- How to find the right buyer
Growth Capital
- Forms of capital
- Debt
- Equity
- Identifying pros and cons
Elements of Deal Structure
- Forms of payment… cash, notes, stock, employment agreements and more
- Tax issues… how to minimize and defer the tax bite!
- Legal issues… letters of intent, and purchase agreements
- Negotiating considerations and pitfalls