During this event, you will hear from our panelist whom is an investment banker/advisor, as well as guest panelists of a business broker team, an M&A professional, and a private equity business development professional. Each panelists will discuss the pros and cons of the different exit options, and how they would address the personal objectives of owners considering an exit. They will also discuss the current market conditions, and more!
Learning Objectives:
- Summarize the different exit options or transactions structures. Discuss the pros and cons of each and how they may or may not address the personal objectives of owners considering an exit.
- Discuss the counterparties to each of these different transaction structures. Describe their businesses. Who are the most active?
- Discuss current market conditions
- Discuss business owner preparation
About the Presenters:
Hear from a panel of experts, Matt Friscia, Transworld Business Advisors of La Grange, Tony Sansone, Transworld Business Advisors of La Grange, Jake Rapp, Managing Director, Jeff Vranek, Managing Director, and Jordan Gerber, CPA.
Event Details
Who Should Attend?
-
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.
-
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.
-
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.
-
Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
-
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.
-
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.
-
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.
-
Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
-
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.
-
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.
-
Other Business Professionals
-
Business Consultants
-
Professional Advisors
-
Members of Family Business Boards
-
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
-
Private Business Owners
-
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 PRESENTERS
Meet Jake Rapp:
Jake is a Managing Director in the Chicago office of Kroll and part of the M&A Advisory business unit. Having been with Kroll since 2010, he is a leader of the firm’s Business Services M&A practice.
Within the Business Services practice, Jake primarily works with family-owned businesses and private equity clients, focusing on sell-side M&A and capital raise transactions. He has assisted with the sale or recapitalization of 40+ middle market businesses during his investment banking career, transacting more than $1 billion of enterprise value. Jake’s engagement experience includes sale transactions across diversified business services sectors, including digital media and marketing, education and training, human capital management, and other specialty professional services.
Jake earned his M.S. in Finance from the University of Illinois at Urbana-Champaign and his B.S. in Finance from Webster University. He is a CFA Charterholder. He is a Financial Industry Regulatory Authority (FINRA) registered representative, holding the FINRA Series 7, 63, and 79 licenses. He is a member of the CFA Institute, the CFA Society of Chicago, and the Association for Corporate Growth.
Meet Jeff Vranek:
EXPERIENCE
Jeff currently serves as a Principal of Prairie Capital. Prior to Prairie, Jeff was an Investment Banking Associate at Duff & Phelps Securities, where he worked across various industries, focusing on mergers and acquisitions advisory services and debt and equity financings.
OTHER
Jeff lives with his wife and son in Northfield, Illinois.
Meet Matt Friscia:
As an owner or the Transworld Business Advisors of La Grange office, Matt and his team help clients buy and sell businesses every day. Matt has walked in your shoes as a business owner having bought, grown, and successfully sold his business with Transworld Business Advisors! Every broker that is part of their team completes a full business brokerage training course and certification program. We understand that the task of buying or selling a business can be overwhelming without the proper guidance and skills. Over the years, Transworld Business Advisors has helped many companies around the world with the buying and selling process ensuring our client’s confidentiality every step of the way. Our goal is to make the process as smooth as possible for both sides by relying on our Chicagoland and global network of experienced business advisors. Matt’s office also can help franchise a proven business model and/or provide a broker opinion of value for a business if you’re not ready to sell yet and just want to know the value of your company. Franchise consultancy is also a part of our office for those looking to get into business ownership with a “cook book for success” in a new territory vs. a resale among 300+ different franchise brands we have access to.
Meet Tony Sansone:
As an agent with Transworld Business Advisors, we help our clients buy and sell businesses every day. Every broker that is part of our team completes a full business brokerage training course and certification program. We understand that the task of buying or selling a business can be overwhelming without the proper guidance and skills. Over the years, we have helped many companies around the world with the buying and selling process ensuring our client’s confidentiality every step of the way. Our goal is to make the process as smooth as possible for both sides by relying on our global network of experienced business advisors.
Meet Jordan Gerber:
JORDAN GERBER is a leading M&A advisor for middle market companies, with a mission of helping business owners navigate the complex landscape to help sell their business.
Jordan has successfully started and sold several businesses as a financial and operational leader with more than 25 years of experience across a diverse set of industries. Jordan’s expertise as a certified public accountant allows him to achieve maximum profitability for his clients. Jordan has a strong track record of helping clients close transactions and accomplish the best possible outcomes. Jordan also excels at financial reporting, projections, and valuations to help clients determine actual cash flow and profitability.
Prior to joining Caber Hill Advisors, Jordan started a turnaround consulting firm, collection agency and an outsource CFO business. As a business owner Jordan was able to experience the positives and pitfalls that all business owners go through. All three of these companies were successfully sold by Jordan. As an outsource CFO for numerous middle market companies, Jordan has had the opportunity to help owners successfully sell their companies to both strategic and private equity buyers.
Jordan holds a BS in Accounting from the University of Illinois and has been a CPA since 1992. Jordan lives in Deerfield, IL with his wife and two children. Jordan enjoys coaching his children’s sports teams and playing golf.
