GROWING ENTERPRISE VALUE - USING ACQUISITIONS TO FUEL BUSINESS EXPANSION
A foundational component of exit planning is building enterprise value. A growing business is a healthy business. Whether it is funding a retirement lifestyle goal or ensuring that the next generation take the reins on a thriving business, growth is key. Companies can grow enterprise value by implementing a variety of strategies. This event will focus on one of them - acquisitions.
The concept of an acquisition can be quite intimidating, especially for companies embarking on the strategy for the first time. The process is often intense and when done properly, quite nuanced. Identifying the target is just the beginning.
This quarter's chapter event continues a format that we've used in the past - direct perspective from founders and entrepreneurs. EPI Greater Philadelphia is pleased to present a panel of successful business owners who've grown their companies through acquisitions.
Learning Objectives:
- Identifying additive acquisition targets – what’s involved and how do you get it right?
- What advisors are involved in the acquisition strategy?
- What is involved in target due diligence – financials, people, customers, market etc.?
- How were the acquired businesses integrated? How long did that take?
- With hindsight, how would these successful entrepreneurs change their transactions
- Advice to entrepreneurs considering an acquisition strategy.
About the Presenters:
A panel of experts, the Jaclyn Ring, Amy Kothari, and Greg DuMont will be leading this event.
Thank you to our Sponsors
Event Details
Who Should Attend?
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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.
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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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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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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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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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Private Business Owners
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Members of Family Business Boards
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Business Consultants
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Professional Advisors
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Other Business Professionals
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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
Jaclyn Ring has over 10 years of mergers and acquisitions experience and is responsible for the execution of buy-side and sell-side transactions at REAG. She is an active member of the M&A Source, earning the prestigious CM&AP designation and the M&AMI. In 2023, Ring was elected to the M&A Source Board of Governors and serves as the sponsorship chair. She is a member of the Pittsburgh Chapter of the Association for Corporate Growth, active participant in the ACG Women’s Network and the recipient of the 2024 ACG Pittsburgh Women in Transaction Award.
Amy Kothari is a seasoned executive with extensive experience in management, operations, M&A, and board leadership. She has a proven track record of driving growth and expanding businesses and is open to executive and board opportunities.
In 2002, Amy joined My Alarm Center (MAC) as CFO, and in 2004 she was appointed CEO and board member. Under her leadership, the company experienced significant growth, expanding from a “start-up” with less than $4 million to over $200 million in revenue. Amy successfully guided MAC through 19 years of acquisitions and technology enabled organic growth, working with multiple capital partners including Norwest Venture Partners, Oaktree Capital Management, and Goldman Sachs. Over the years, she built a highly seasoned long tenured management team reflecting investments in the development of human capital and creation of a culture based on high levels of trust, commitment, transparency, and accountability.
Amy's emphasis on digitizing processes and procedures streamlined growth and operations, including the development of a scalable technology platform supporting marketing, sales, service, and growth. Her strategic vision and strong operating skills positioned MAC to scale and optimize its multi-channel growth platform, enabling the company to navigate complex and creative capital market solutions and respond effectively to shifts in the economic and competitive landscape.
During the pandemic and a challenging capital market environment, Amy's ability to pivot quickly, along with her seasoned operating and problem-solving skills, preserved MAC's foundation and secured its future. Her actions culminated in a late 2021 merger to create one of the largest full-service residential and commercial security companies in the U.S., with revenue of over $200 million and nearly 1,000 employees serving approximately 350,000 customers. Amy stepped down as CEO following the merger but remains a member of the MAC board.
Before joining MAC, Amy served as Executive Director at CIBC World Markets for six years, where she led the structuring, negotiation, and execution of debt transactions in media and telecom related industries. She also held various finance positions at Comcast and Cox.
Amy received her B.A. in Business and Art History from Franklin and Marshall College and an MBA in Finance from American University. She is an active member of the Kogod Advisory Council at American University and a guest lecturer in the undergraduate business program.
Amy and her husband live in Center City Philadelphia and have three adult children.
Greg is accomplished senior executive with more than two decades of experience leading corporate-wide strategic growth initiatives with accountabilities to Investors, Founders, CEOs and Boards of Directors. A creative and dynamic leader, with a record of consistently delivering outstanding growth and return on investment through exemplary business innovation, corporate development, operations, finance and human capital management expertise
He is currently the CEO of Verde Fulfillment USA (“Verde”), a national 3PL roll-up targeting fulfillment services to middle-market businesses and mid-market global brands. Verde supports ecommerce, B2B distribution, retail compliance, and membership requirements for its customers, including tightly aligned value-added services. Leveraging his extensive business development experience, Verde is capitalizing on the core service strengths of the organization and tucking-in dynamic single market 3PL providers having similar operational strengths to create a national footprint emphasizing both diversity in service competency and geographic needs while remaining highly customer-centric in delivery.
In addition, he is the Founder and Managing Partner of Revolve Advisors LLC (“Revolve”), a boutique strategic, operational, financial advisory firm. Established in 2012, Revolve leverages experienced executives for impactful strategic advisory projects and has built a client list of education authorities and high growth companies within content/media/technology and public and private education, as well as serving on boards of selective companies.
Prior to joining Forest and establishing Revolve Advisors, Greg was Executive Vice President of Operations, Strategy and Corporate Development of global education leader Houghton Mifflin Harcourt (“HMH”) from March 2003 through January 2012 where he was a regular speaker at industry events. With extensive experience in public accounting, entertainment and media, and education sectors, Greg led the financial diligence, and educational technology, organization and product/supply chain integration of Houghton Mifflin’s $3.5 billion merger with Riverdeep in 2006 and all aspects of the operational diligence and integration of the combined Company’s $4 billion carry-on acquisition of Harcourt in 2007, resulting in Houghton Mifflin Harcourt’s current position as one of the world’s largest K-12 education companies. During his 10 years with HMH and predecessor companies, Greg oversaw all aspects of finance, operations (including supply chain, procurement and information technology), product strategy and business development, leading initiatives generating in excess of $100 million in operational cost improvements and $50+ million of new business expansion.
Prior to joining HMH, Greg served as Vice President, Finance & Audit for Vivendi Universal leading mergers & acquisitions and audit activities in the Americas, in music, media & filmed entertainment, publishing and ecommerce sectors.
Greg began his career in Public Accounting as a Senior Manager at Price Waterhouse and PricewaterhouseCoopers in New York and London and is a CPA.
Reflecting a passion for K-12 education, and more specifically the positive impacts of leveraging technology, focusing on student engagement, Greg founded a successful charter high school, Ascend Career Academy in Broward County, Florida where he currently serves as the Governing Board Chair. Ascend is a self-managed public charter high school focused on attracting, instructing and graduating at-risk student populations through digital curriculum and career-oriented guidance.
Greg resides in Middleton, Massachusetts with his wife, Kelly, and their two daughters.
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