Track Three (Thursday)

Environmental Social and Governance Dialogue: What Does it Mean for Private Companies

Thursday, August 18, 2022 9:20 a.m. - 11:00 a.m. MT

Testifying Via Video: What you Need to Know

Thursday, August 18, 2022 11:20 a.m. - 12:10 p.m. MT

Middle Market M&A Valuation: Stop Playing Checkers and Start Playing Chess

Thursday, August 18, 2022 1:00 p.m. - 2:40 p.m. MT

Looking Different: Becoming Intentional with your Marketing Strategy

Thursday, August 18, 2022 3:00 p.m. - 4:40 p.m. MT

An Exit Planning Market Update: Following the 2021 M&A Super-cycle

Thursday, August 18, 2022 3:00 p.m. - 4:40 p.m. MT

This session will focus on providing attendees with an update on the exit planning marketplace. We will discuss how 2021 created the 'perfect storm' for exiting owners, leading to recording volume and pricing for business sale transactions. We will examine the triple-headwinds in 2022 of rising interest rates and inflation, the war in Ukraine, and the mid-term elections to give updated statistics, guidance, and perspective that attendees can use as they advise their business owner clients on exit plans. 

After attending this session, you will be able to:

  • Describe the market-forces that created a robust 2021 selling cycle for private businesses
  • Explain how much of that momentum is carrying over into 2022
  • Produce a detailed analysis on whether a recession is pending and how attendees can advise business owners considering the economic challenges ahead

Total CPE: 2
Fields of Study: Economics: 1, Finance: 1
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

Attendees who are working with business owners and are participating in conversations around those owners exit plans, will gain insights into how to guide clients in uncertain times.


Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:


John Leonetti
John  Leonetti

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