CPE Conference Details


Get your business exit-ready

Earn CPE Credit at an Executive Conference Near You

We regularly hold conferences across North America.


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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?