During this discussion, you will learn what equity values and avoids in a potential acquisition. Hear strategic buyers perspective on jewels and traps around the integration process. Learn more about how independent buyers are impacted by raising interest rates and how COVID has impacted value and how buyers factor in the recovery in their valuation.
Learning Objectives
In this session, we will gain insight from buyers on how they evaluate and target companies.:
- What has changed or will change on the Buy side
- What are attractive Industries for Investments
- What makes businesses attractive and risky
Meet the Presenter:
Learn from leading expert Josh Curtis.
Thank you to our Sponsors
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Event Details
Address: 230 West Street, Suite 700, Columbus, OH 43215
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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with 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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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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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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Private Business Owners
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 Josh Curtis:
Josh Curtis thrives in navigating the complexities of each transaction from inception to completion. He works directly with business leaders in ownership transactions and liquidity events, including sell-side and buy-side engagements and transactions such as management buyouts, succession and exit planning, ESOP formations, capital sourcing, and leveraged recaps.
Since launching his career, Josh Curtis has dedicated himself to facilitating strategic initiatives for private companies with revenues from a few million to over $1 billion across all industries in the U.S. Prior to leading Footprint Capital, Josh served as Vice President of Insource Spend Management Group. He directed the company’s strategic growth plan, including acquisitions, industry partnerships, and alliances. He led Insource through two synergistic acquisitions and ultimately, through the sale of Insource to AFS Logistics, Inc.
Preceding his work with Insource, Josh held tentures with GBQ and Fifth Third Bank in Columbus, OH. He served as a Director at GBQ Capital, a boutique investment bank owned by GBQ Partners. He was an essential contributor to the formation, development, and success of GBQ’s merger and acquisition practice. Josh started his career with Fifth Third Bank, where he held positions in Commercial Lending. As a Relationship Manager, Josh served companies with sales in the $5 million to $500 million range throughout Central Ohio.
