M&A due diligence is an essential process of evaluating a business before entering into a buy/sell transaction. M&A deals often involve significant risks, including financial, tax, operational, cyber and more. Due diligence provides buyers and sellers an opportunity to verify the accuracy of information, evaluate business synergies, and assess risks that will enable both parties to make informed decisions. In this program we will discuss how a Quality of Earnings analysis can serve as a tool for both buyers and sellers to help identify and quantify diligence matters early enough in the transaction process in order to be able to deal with the issues rather than losing the deal.
Learning Objectives:
- Provide an overview of the Quality of Earnings process and key focus areas for both buyers and sellers.
- Discuss the importance of net working capital and net debt in the context of an M&A transaction.
- Share insights on typical issues that come up during diligence, who is involved in the process, and give perspective on what buyers and sellers can do to prepare for due diligence.
Meet the Presenters
Hear from industry experts, Tom Petrovic, Partner Brixey and Meyer and Griffin Hurd, Partner Brixey and Meyer.
Thank you to our Sponsors
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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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.
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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.
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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.
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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.
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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.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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.
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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.
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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.
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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.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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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 Tom Petrovic:
Tom Petrovic has over 20 years of both public accounting and private industry experience. He was previously the sourcing Controller for General Electric’s Aviation segment following nearly 10 years with Ernst & Young, LLP. Tom leads Brixey & Meyer’s Transaction Advisory Services practice. For over 10 years, Tom has advised small and middle market private equity, private investors and strategic businesses with transaction advisory services. Tom’s experience includes leading multifunctional teams on mergers and acquisitions, carve-out transactions and divestitures. Tom has successfully advised on numerous transactions ranging from $1M to over $350M in enterprise value.
Meet Griffin Hurd:
Griffin Hurd has over 17 years of both public and private accounting experience, including the last 6 with Brixey & Meyer. He was previously the Assistant Controller for Mercy Health following 8 years with Ernst & Young, LLP. Griffin has also been heavily involved in assisting both small and middle market buyers and sellers with transactional due diligence and quality of earnings analysis. Griffin also has extensive experience with financial statement audits and reviews for both public and private clients in a variety of industries, including significant experience in the manufacturing, professional services and healthcare industries.
