GREXIT: Growth and Exit Strategies that Maximize Value
7:30 a.m. - 8:00 a.m.
8:00 a.m. - 3:30/4:00 p.m.
8:00 a.m. - 3:30/4:00 p.m.
Registration and Breakfast
Session starts promptly at 8:00 a.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?
