CPE Conference Details
Earn 5 CPE credits at the Executive Conference
Get your business exit-ready
Earn CPE Credit at an Executive Conference Near You
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Get your business exit-ready
Earn CPE Credit at an Executive Conference Near You
We regularly hold conferences across North America.
Your nearest conferences are:
There are currently no upcoming conferences matching your search.
Please register your interests in future events.
Unable to Attend?
Not a problem, register your interest and we will let you know when an executive conference is next in your area.
Executive Conference: Exit Strategies that Maximize Value
7:30 a.m. – 8:00 a.m. Registration and Breakfast
8:00 a.m. – 3:30/4:00 p.m. Session starts promptly at 8:00 a.m.
MORNING SESSION
BUSINESS VALUATION
- Who are the best buyers?
- How is COVID-19 affecting value
- Building value vs. growing a business
- Value myths exposed – The truth about multiples, book values and more
- How savvy buyers take advantage of unprepared sellers
- Interest rates and their impact on selling price
- Exit strategy and timing
- Presenting your financials properly
- The buyer rarely buys what the seller thinks they are selling
THE M&A SALES PROCESS
- 16 steps to take you from the start of the selling process to a successful close
- Common and costly pitfalls to avoid
COMMON SELLER MISTAKES
- Selling to the wrong buyer
- Not knowing the value of their business
- Following the amateur process
HOW A STRATEGIC GROWTH PLAN GENERATES GROWTH
- Finding the hidden opportunities for growth in every business
- The five growth zones and drivers of growth within them
- Growing profits and cash flow faster than revenue
WORKING LUNCH (LUNCH IS PROVIDED)
CAPITAL GAINS TAXES
- How to minimize capital gains taxes
- Coming changes
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’
BECOMING AN OPTIMAL SELLER
AFTERNOON SESSION
HOW TO DECIDE IF YOU SHOULD GROW OR SELL
- What return on investment should a privately held business generate?
GROWING WITH A STRATEGIC GROWTH PLAN
- How growth plans are developed regardless of business size
- How to grow WITHOUT additional resources
- How the Pareto Principle makes growth strategies successful in ANY industry
- How owners stifle growth by focusing on the wrong products, services, and customers
- Actual case studies of successful growth plans will be presented for businesses with sales of under $1M to over $60M
HOW BUYERS CALCULATE THE VALUE OF A BUSINESS
- An actual calculation of value will be presented
- Demystifying M&A jargon – CAPM, discount rate, beta factor, terminal value and more
IDENTIFYING AND ACCESSING BUYERS
- Why the buyer in your industry may not be the best buyer
- How to identify and approach the right buyers
- Which buyers to avoid and why
- Even the odds when dealing with sophisticated buyers who purchase several businesses each year
NEGOTIATING AND STRUCTURING THE DEAL
- Negotiating mistakes to avoid
- How professionals 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
- Making your business “pay you” even after you exit
- Important legal and tax considerations
- Protecting your lifestyle and estate needs
- How is real estate handled?