LEVERAGE YOUR SUCCESS: THE POWER OF LIQUIDITY AND CREDIT STRUCTURE FOR GROWTH AND TRANSACTIONS
Want to take your business to the next level? Learn how to harness the power of leverage and financing. Discover common capital mistakes that can derail your growth and master the art of structuring deals for maximum impact.
This is a members-only event!
Learning Objectives:
- Understand the impact that leverage and financing has on business success
- Identify common financing issues that hinder growth and kill deals
- Learn how proper liquidity and credit structure can super charge the business and lead to transactional wins
About the Presenters:
Hear from industry experts, John Bartolini, Matthew Harnett, and David Miller—discussion facilitated by Michael Colella.
Event Details
Who Should Attend?
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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.
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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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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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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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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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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
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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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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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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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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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 PRESENTER
Meet Mike Colella:
Mike is a Senior Vice President with Murphy McCormack Capital Advisors (“MMCA”), a boutique investment bank based in Central PA. Mike joined MMCA in 2025 to lead their expansion into Western PA, OH and WV. In this role, Mike advises owners and executives of middle market companies with sell-side, buy-side, valuation, and debt advisory services. He also works closely with family offices, private equity groups, and independent sponsors.
Mike is passionate about maximizing outcomes for business owners and sponsors who are seeking an exit from their business. He also enjoys advising companies on scaling through mergers and acquisitions, as well as attracting new sources of capital to help fuel the expansion.
Prior to joining MMCA, Mike enjoyed a 15-year career in commercial banking, advising middle market companies on financing strategies for succession planning, mergers and acquisitions, business expansion and working capital. He also developed a deep expertise in Employee Stock Ownership Plans (ESOPs). Mike has experience across a broad array of industries including business services, manufacturing, distribution, transportation & logistics, and professional services.
Mike began his professional career as an Assistant National Bank Examiner with the Office of the Comptroller of the Currency (OCC), a bureau of the U.S. Department of the Treasury.
Throughout his career, Mike has served on numerous boards, including: The Association for Corporate Growth (ACG) Young Professionals Board, the Scholarship Committee of the Downtown Pittsburgh Rotary Club, and Human Services Center of New Castle, PA.
Mike attended The University of Pittsburgh, where he graduated Summa Cum Laude with a major in Finance and minor in Economics.
Outside of work, Mike enjoys spending time with his wife and three children and is an avid golfer. He currently resides in Cranberry Township, PA.
