This meeting aims to provide guidance on preparing a middle market company for an exit, whether through a sale, merger, or other exit strategies. It will cover essential steps and considerations to maximize the value of the company and ensure a smooth transition.
Learning Objectives:
- Understand the key considerations and steps involved in preparing a middle market company for an exit
- Learn strategies and best practices for enhancing the value of a middle market company before an exit.
- Identify potential challenges and risks that may arise during the exit process and learn strategies to mitigate them
Meet the Presenters:
Hear from industry experts Jeffrey Kates, Michael Rosendahl, and Chris Parisi.
Thank you to our Sponsors
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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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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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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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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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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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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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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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Business Owners & Their Trusted Advisors
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Business Owners
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Other Business Professionals
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Business Consultants
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Professional Advisors
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Members of Family Business Boards
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Private Business Owners
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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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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.
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 Jeffrey Kates:
Jeffrey Kates is a senior partner in The Founders Group, a business transition and value acceleration advisory firm. Jeffrey is also the president and owner of JIK Consulting Inc., a business advisory services firm specializing in workouts & turnarounds, interim CFO work, operations, cash management and Mergers and Acquisitions support services.
Previously, Jeffrey worked as a CFO for years at both a small private healthcare company and a medium sized private label OTC pharmaceutical company. In addition, Jeffrey has consulted for Fortune 500 Companies such as Barclays Capital, AT&T and Toys R Us.
Jeffrey is a Certified Exit Planning Advisor and advise business owners and their families through a comprehensive and holistic process that helps clients work through obstacles and identify personal and business goals. The increased value in the business along with owner clarity expands and solidifies choices for business transition: if, when, how, how much, and to whom.
Jeffrey brings extensive accounting, financial reporting, operations, and process improvement experience in a multitude of industries and corporate environments. For almost 30 years, Jeffrey has advised companies through workout and turnaround situations as well as provided CFO and operational support.
Meet Chris Parisi:
Mr. Parisi helps family and independent businesses sell or recapitalize their companies’ capital structure, realize a liquidity event, transfer ownership to next generation, or combine with a larger partner to accelerate growth.
Prior to joining Carl Marks Advisors, Mr. Parisi was a Managing Partner of FPG Advisory where he focused on all aspects of sourcing and executing deals, including structuring, due diligence, financing, and post-transaction integration throughout North America and internationally.
Previously, he was a senior investment banker at Jefferies & Company where he was instrumental in building the General Industries Group into one of the firm’s largest and most profitable units. He maintained a broad industry specialization, working closely with companies in the basic materials, chemicals and capital goods sectors.
Earlier, Mr. Parisi was a Vice President with KeyBanc Capital Markets, focusing on middle-market consumer companies, including Food & Beverage and Retail. Before his investment banking career, Mr. Parisi worked in the private equity division of The Blackstone Group, one of the world’s largest private equity firms. He began his career with Ernst & Young.
Mr. Parisi earned a BS in Accounting from the University of Scranton and an MBA from The Kellogg School of Management at Northwestern University. He is a FINRA Registered Representative and a Certified Public Accountant.
Meet Michael Rosendahl:
Michael Rosendahl leads PCE’s investment banking practice. He has more than two decades of investment banking and corporate development experience, with an impressive track record of guiding high-profile clients on the optimal timing for their transactions. Mike combines critical analysis with a creative approach to ensure that deals are made with his clients’ best interests in mind. He has been published in various industry journals and has gained widespread respect, often presenting at conferences.
Mike has developed considerable industry knowledge in various sectors, with a particular focus on industrial manufacturing, distribution and services, power, and heavy transportation.
