The panel will talk about the process when you exit through a private equity transaction. Panelists will talk about their approach and strategies. As well as why transactions are successful or don’t go through. Lastly, they will share insights on target company characteristics.
Learning Objectives:
- Investment Strategies
- Target Company Characteristics
- Why Transactions Fail
About the Presenters:
Hear from industry experts, Duke Punhong, Manging Partner of Graycliff Partners, Victor Masaya, Managing Partner of Presidio Investors, and Angus Littlejohn, President of Littlejohn Capital.
Event Details
Who Should Attend?
-
Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
-
CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
-
Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
-
Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
-
Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
-
Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
-
Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
-
Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
-
Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
-
Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
-
Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
-
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
-
Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
-
Private Business Owners
-
Members of Family Business Boards
-
Professional Advisors
-
Business Consultants
-
Other Business Professionals
-
Business Owners
-
Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTERS
Meet Victor Masaya:
Victor Masaya joined Presidio Investors in 2009 and has approximately two decades of private equity investment, financial services, and operating experience. Victor serves as Managing Partner for Presidio Investors, where he focuses on lower-middle market private equity investing.
Meet Duke Punhong:
Duke is a Managing Partner at the firm. He joined Graycliff’s predecessor firm, HSBC Capital US (HCUS), in 2004. Prior to HCUS, he worked at Cornerstone Equity Investors, a middle market buyout fund based in New York. Before Cornerstone he was an investment banker in the Financial Buyers Group at Bear Stearns. He received his BBA Finance degree from the McCombs School of Business at the University of Texas at Austin.
Meet Angus Littlejohn:
Prior to joining Littlejohn Capital in 2013, Mr. Littlejohn was an associate at Wellspring Capital Management LLC, a middle market private equity firm, where he focused on investments across a variety of industries. Previously, Mr. Littlejohn served as an analyst at Harris Williams & Co., a middle market investment bank, where he focused on mergers and acquisitions and the aerospace, defense and government services sector. Mr. Littlejohn began his career as a consultant at FTI Consulting, a global consulting firm, where he specialized in corporate turnarounds and restructurings.
