Educational Exit Planning Seminars for Business Owners

By Generational Equity

08/18/2016

M&A advisory firm Generational Equity holds complimentary seminars around the United States and Canada to educate middle-market business owners about how and when to exit a business for the most profit.

A few things you will learn at the conference include:

• How to find optimal buyers for your company
• What buyers look for in a business acquisition  
• Common, costly pitfalls to avoid 
• How your business can "pay you" after you exit

Fill out the simple form to the right to learn more about our conferences and when one will be in your area. Then, one of our senior business advisors will contact you to answer your questions and ensure your company will benefit from one of our informative seminars.

We value privacy, and all information discussed will be kept completely confidential.

Is It Worth My Time? 

Absolutely. But if you're not convinced, listen to what a few of our attendees had to say about the exit planning workshop.

“As owner and operator of a small business, to set aside an entire day is difficult no matter what. If the seminar hadn’t been interesting enough, I probably would have left midway through. But it was a good use of my time whether I chose to go forward with the M&A or not.” 

– Warren Peck, former owner of aviation maintenance & repair company

“I would certainly recommend the Generational Equity seminar to other prospective sellers of their companies. It really brings into sharp focus all the issues that a person should be aware of when contemplating selling their company.” 

– Chris Ludwig, former owner of refrigerant processing company 

Sample Conference Agenda

Business Valuation

• Building value vs. growing a business 
• Value myths exposed – P/E ratios, multiples and book values alone mean less money for you 
• Exit strategy and timing 
• Presenting your financials properly 

Packaging Your Proposal

• Seeing your business through the eyes of the buyer 
• Explaining your company's past; documenting its future potential 
• Creating your "document of value" 

The M&A Sales Process

• 12 steps to take you from the start of the selling process to a successful close 
• Common and costly pitfalls to avoid 

Computing the Value of Your Business

• Demystifying M&A jargon – CAPM, discount rate, beta factor, terminal value and more 

Identifying and Accessing Buyers

• How to identify and approach the right buyers 
• Which buyers to avoid and why 
• Why big companies buy small companies 
• Even the odds when dealing with sophisticated buyers who purchase several businesses each year 
• Why your most likely buyer may not be the best buyer 

Negotiating and Structuring the Deal

• Negotiating mistakes to avoid 
• How professionals may get the best price in the shortest time 
• Managing multiple buyers to obtain the highest possible selling price 
• Deal structures designed to give you more cash with less risk

Forms of Payment

• Increasing your total purchase price through stock, royalties, license fees and consulting fees 
• Making your business "pay you" even after you exit 
• Important legal and tax considerations 
• Protecting your lifestyle and estate needs 

Contact us for more information.

Fill out a contact form or call us at 972-232-1121 to learn more about attending one of our complementary M&A seminars.