Finding the Pot at the End of the Rainbow: Your Liquidity Event


Finding the Pot at the End of the Rainbow: Your Liquidity Event

Hear from a Transactional Attorney and Investment Banker as they provide an overview of the state of the M&A Markets oriented primarily to sales of privately held lower and middle market companies, including factors affecting these markets such as the economy, financing markets and tax changes. M&A transaction data for 2016 and 2017 will be presented.

The presenters will discuss trends in deal terms and common negotiating and closing issues in the context of a typical transaction structure from signing the letter of intent through the closing.


Learning Objectives:

  • Understanding the current state of the market for sales of middle market private companies
  • Learning of current trends and typical issues that affect deal terms and structures that might facilitate better seller preparation


About the Presenters:

Learn from John O. Johnson and Alan B. Spatz about trends in deal terms and common negotiating and closing issues.

Meet the Panelists



Thank you to our Sponsor:


This meeting will be held at the Jewish Community Foundation.

Address: 6505 Wilshire Blvd., Los Angeles, CA 90048


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

John O. Johnson

John O. Johnson

Managing Director and Founder of The Spartan Group

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Alan B. Spatz

Alan B. Spatz

Shareholder of TroyGould PC

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Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at