Preparing a Client for a Private Equity Exit

WISCONSIN CHAPTER EVENT

Preparing a Client for a Private Equity Exit


Companies who want to be acquired by Private Equity firms face special demands to prepare them for the transaction.  What are PE Firms looking for?  How to select their acquisition candidates?  What kind of due diligence do Exit Planning professionals need to perform on their client AND the acquirer?  What are the common conditions that PE firms need to ensure success?  What are the most common reasons why transactions fail?

 

Learning Objectives:

  • How to prepare a company for a PE firm transaction
  • How to pursue the right king of PE firm for your client
  • How to avoid the common errors that destroy value or cause a transaction to fail

 

About the Presenters:

Learn from a panel industry experts including, David Bartelme, Borgman Capital, Mike Mack, PS Capital, and Drew McCuiston, The Firefly Group,  moderated by David Buslee, Clarity Management.

About the Presenter

 

This meeting offers location options in both Madison and Milwaukee.

Madison Location: Honkamp Krueger & Co., P.C. | 251 Progress Way, Suite One Waunakee, WI 53597

Milwaukee Location: Reinhart Boerner Van Deuren s.c. |1000 N Water Street, Suite 1700, Milwaukee, WI 53202

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

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 www.EPIWisconsin.org.

About the Presenters


David Bartelme

David Bartelme

Managing Director of Borgman Capital LLC

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Mike Mack

Mike Mack

PS Capital Partners

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Drew McCuiston

Drew McCuiston

Co-founding The Firefly Group

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David Buslee

David Buslee

Partner, Clarity Management LLC

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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 JKoza@Exit-Planning-Institute.org.