Exit Planning/Mergers & Acquisition/Value Growth (Thursday)

Prioritizing Strategic Projects: Creating Predictable Revenue Growth

Thursday, December 16, 2021 10:50 a.m. - 12:30 p.m. ET

Sixty-two percent of CEOs want to grow profitable revenues. But they do not understand that to grow they need to create a launchpad, and then to take specific actions that create a business engine that delivers sustainable growth. In this course, you will learn about creating the launchpad for growth, and then using the launchpad to create predictable, profitable growth. This is the heart of engagements to reach aspirational, transferable equity value.

After completing this course, attendees will be able to:

  • Explain the Driver Objectives and Key Results which need to be achieved to create predictable profits and cash flow—the launchpad for growth
  • Explain the Driver Objectives and Key Results which need to be achieved to launch predictable, profitable revenue growth--the #1 CEO goal
  • Describe how to create the linkage between growth and predictable transferable value

Total CPE: 2
Fields of Study: Business Management and Organization: 2
Program Level: Basic - Learning activity level most beneficial to individuals new to a skill or an attribute.

Who Should Attend:

Management consultants, CPAs, valuators, exit planners, M&A pros, and fractional CFOs who are working with clients to capture latent equity value, grow revenues, and reach aspirational strategic goals.

Prerequisites:

Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.

Advanced Preparation:

None

George Sandmann

George  Sandmann

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The Emotions of Business Exits, Better Ways to Engage Owners Given World Changes

Thursday, December 16, 2021 2:40 p.m. - 4:20 p.m. ET

During this session we will be discussing and hearing video testimonial from business owners who exited their businesses and struggled with the personal aspects of making the transition. This session will depart from the more common topics of business sales, including valuation, deal structuring, taxes, etc. . . . and address the personal side of owners experiencing a sale. The purpose of the presentation is to sensitize advisors to the personal, decision-making process that owners go through so that you can better relate to and be engaged by owners for this level of work.

  • Determine the emotional side of business owners regarding the decision to sell their business 
  • Identify how to engage at this level without trying to/appearing to be a psychologist 
  • Define a better way to engage with owners who value the qualitative discussion around business sales/exits as much as they value the quantitative side 

Total CPE: 2
Fields of Study: Finance: 1, Management Services: 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:

CPAs and business consultants who are working with business owners and are looking to add more value and engage in discussions and activities relating to exit planning and/or the sale of the business will gain insights that will be valuable to those conversations.

Prerequisites:

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:

None

John Leonetti

John  Leonetti

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Transaction Marketplace Update

Thursday, December 16, 2021 4:40 p.m. - 5:30 p.m. ET

During this session, the presenter will cover the major trends in the sales of privately-held businesses.  Despite a US & global economy that is challenged on many fronts, the transaction markets continue to perform very nicely for sellers of privately-held businesses.

After completing this session, attendees will be able to:

  • Describe the current market for sale transaction today AND to be able to communicate specific points to the business owner clients about the opportunity to sell their business at an attractive valuation in today's marketplace

Total CPE: 1
Fields of Study: 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:

Professionals who service privately-held business owners will benefit from this session.

Prerequisites:

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:

None

John Leonetti

John  Leonetti

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