NAVIGATING A SALE: AN INTERACTIVE PROCESS
Many sellers of companies do not realize what they need to do to sell their companies. The greatest impact that service providers can provide is to convince sellers to take steps to get ready for a sale. Our presentation will dive into what sellers need to do, and how to convince sellers of the pre-sale preparation.
For service professionals and clients to understand how important it is to:
- Select and coordinate your service provider teams;
- Prepare for a Capital Event;
- Understand how to maximize sale proceeds
About the Presenters:
Learn from industry experts, Channing Hamlet, Managing Director, Objective Capital Partners, and Joel Berman, Partner, Elkins Kalt Weintraub Reuben Gartside LLP.
*Please Note: This meeting is free to attend virtually. If you are attending virtually, please register here through Zoom. If you are attending in-person, please use the button on the right.
Register for our first six meetings of 2023 and receive a one-meeting off discount! Click here for more information.
Thank you to our Sponsors
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.
Meet Channing Hamlet:
Channing Hamlet - Channing Hamlet is a Managing Director at Objective, Investment Banking & Valuation focused on leading the firm’s business valuation advisory services practice and transaction execution for its investment banking business services practice. Mr. Hamlet is a results-driven executive that has 25+ years of experience advising business owners on management issues, transaction execution and business valuation. He is able to draw on a diverse background that includes direct management experience as well as strategy consulting, private equity investing, investment banking and business appraisal experience to advise his clients.
Meet Joel Berman
Joel Berman - Drawing on more than 30 years of transactional law practice, Joel Berman takes a business approach to his law practice and developed a unique ability to relate to entrepreneurs and create practical solutions for their needs. In delivering first-rate representation, Joel established a reputation as being innovative, resourceful, hands-on, friendly and always available.
Joel assists clients in preparing for, implementing and completing sales and other capital events, such as equity capital raises and debt borrowings. He is a discerning specialist in secured transactions with an emphasis on asset-based lending, creditors’ remedies and loan workouts. He has extensive experience representing all types of lenders and also represents parties in structuring and implementing mergers and acquisitions.
Joel’s work principally involves acting as general and strategic counsel for small and middle-market companies; negotiating stock and asset acquisitions; structuring and documenting all elements of financial transactions, including revolving and term loan agreements, subordinated and senior debt transactions, syndicated transactions, leveraged buyouts, loans secured by all types of collateral, agency, participation and inter-creditor agreements, equipment leases and letter of credit facilities; and exercising all forms of creditor’s remedies.
In addition to his transactional experience, Joel has extensive experience in conducting and supervising commercial litigation in state and bankruptcy courts. Joel has been the lead attorney in charge of workouts involving personal property, real property, mixed collateral and unsecured loans for national banks, community banks, mortgage companies, financial institutions, manufacturers and other business entities.