Understanding Valuation from the Buyer's Perspective: What practical steps can increase selling multiples
This event has been postponed. A new date will be available shortly.
Every CEO wonders about valuation and how it may impact his or her exit options. Yet, determining the value of a business can be an opaque and somewhat subjective process.
Our Owners’ Academy three-part workshop series will provide an in-depth understanding of the metrics used by bankers and investors to calculate worth--and outline concrete steps you can take to increase your exit price.
1st Workshop of the Series: The Impact of Financial Reporting and Key Metrics on Valuations
Join XPX for a lively session designed to enable business owners to actively engage with an experienced investment banker, a valuation expert, and a leading advisor to private equity investors regarding strategies to increase the value of a business. This 2-hour session includes three parts:
(1) an illustrative presentation of the methods for determining value of lower middle market companies,
(2) a panel discussion focusing on real-world experience of valuation experts, and
(3) a workshop to provide actionable advice for business owners that want to increase the value of their businesses. This is a unique opportunity to actively listen, learn, and ask questions of three experts with over 90 years of collective experience advising entrepreneurs, business owners, executives and acquirers of businesses.
Panelists
Mike Cassata, Managing Director, Consilium Partners will serve as the moderator. Mike has extensive experience as an entrepreneur, a member of the executive team of an acquisitive publically traded software company, and as an investment banker advising over 100 companies regarding business combinations;
Steve Egna, Certified Business Appraiser at Valuation Resource Group, LLC is a business valuation expert, and
George Shaw, Partner at DiCicco, Gulman & Company LLP, advises leading private equity acquires evaluate the quality of earnings of target businesses.
Panel Bios
Agenda
9:30 - 10:00 AM Continental Breakfast & Networking
10:00 - Noon Program
Who Should Attend: XPX Members in good standing, provided they are accompanied by an owner and have read and agreed to our non-solicitation guidelines. Upon registering you will be emailed the non-solicitation guidelines. Please sign and send back to our administrator.
Investment
XPX Members: $75, but you must bring an Owner and agree to the non-solicitation agreement.
OWNERS ARE FREE!: An owner may attend without an XPX member. Call Donna Powell at 978-392-7929 to register.
Thank You to Our Owners' Academy Sponsors!
Save the date for the next two workshops of the series:
2nd Workshop: Growth Gears: Increase Business Value Through Diversification
Thursday, April 14, 2016 from 9:30 AM – Noon at Babson College, Wellesley, MA
Marketing plays a pivotal role in valuations because a company that can strongly defend its position in the market will have higher value. A panel of experts will discuss how marketing can mitigate risk, and focus on how to reduce risk and increase value through diversification. Learn how to identify the right segment for your company, and how to successfully grow a new area of business. This meeting will be moderated by Yvonne Brown, Partner at Chief Outsiders.
3rd Workshop: Wolves Change Rivers – A View into the Generative Succession™ Process
Date to be determined from 9:30 AM – Noon at Babson College, Wellesley, MA
Led by Daniel A. Guglielmo, this workshop explains the significance of succession planning to build sustainable and transferrable value in a business using. The influence wolves have had on the Yellowstone Park ecosystem in the recent past provides us a powerful metaphor for the impact a CEO has in his or her business ecosystem – whether as heal or hero. Without question, the CEO influences the succession more than any other individual in the firm, which is a daunting declaration when you consider the stakes and difficulty of successfully transitioning a business to the next generation of leaders.
