Cleveland-chapter

Reposition Your Company – Increase Your Value

NORTHEAST OHIO CHAPTER EVENT

Reposition Your Company –
Increase Your Value


Learn proven methods on how to reposition your company without changing its mission or culture to make it more attractive for a liquidity event.  Whether you are an entrepreneur, a private equity or mezzanine investor you will learn proven techniques on how to take advantage of the 24-month window prior to increasing shareholder proceeds upon a sale.

 

Learning Objectives:

  • How to prepare a business for sale
  • Differentiate between exit readiness and business attractiveness
  • Understand the selling process from an owner’s perspective and that of other advisors

 

Meet the Presenters:

This meeting will consist of panelists Michael Marhofer of Benesch Law, Tim Meaney of EdgePoint Capital, Mike Trabert of Skoda Minotti, Ryan Yerkey of EBO Group and will be moderated by Jay Freund of Stratford-Cambridge Group and Steven Ross of Squire Ridge Company.

Meet the Panel

 

Thank you to our Sponsor:

 

 

 

This meeting is sponsored by Benesch.

 

This meeting will be held at the Site Centers (FKA DDR Building).

Address: 3333 Richmond Rd., Beachwood, OH 44122

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Northeast Ohio 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 www.EPICleveland.org.

About the Presenters


Michael Marhofer

Michael Marhofer

Chair of Benesch's Private Equity Practice Group

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Tim Meaney

Tim Meaney

Vice President with EdgePoint
Capital

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Mike Trabert

Mike Trabert

CPA, CVA, CMAP, CM&AA, CEPA, Partner at Skoda Minotti

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Ryan Yerkey

Moderated By:

Jay Freund

Jay Freund

Stratford-Cambridge Group

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Steven Ross

Steven Ross

President of Squire Ridge Company

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

 

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 JKoza@Exit-Planning-Institute.org.