CASE STUDIES OF SUCCESSFUL EXITS OF PRIVATELY OWNED COMPANIES
Two case studies of how founders successfully sold their companies at very high valuations in a difficult market: one in media and the other in consumer products industry. Join us for an in-depth discussion of proactive steps these sellers took to increase the value of their company, including mitigating inherent risks.
Discover how thinking out of the box for potential buyers significantly increased the selling price, and how even the appearance of an auction process provided significant leverage in negotiating a materially higher valuation.
Learning Objectives:
- Proactive steps to take in preserving and increasing the value of a company.
- How getting the right advisory team in a timely manner is critical for a successful exit.
- What is the real M&A timeline for an auction, and breaking down the steps.
- How selling a company to a buyer out of its space can result in a higher price.
About the Presenter:
Hear from industry expert Anna Jacob, Investment Banker, Managing Director, Diamond Capital Advisors
Event Location
Event Details
Who Should Attend?
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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.
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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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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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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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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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Professional Advisors
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Members of Family Business Boards
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Private Business Owners
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Other Business Professionals
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Business Consultants
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Business Owners
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Business Owners & Their Trusted Advisors
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 Anna Halloran Jacob!
Anna Halloran Jacob is a Managing Director with Diamond Capital Advisors. She is a seasoned executive with over 25 years of experience in investment banking, private equity, and corporate operations. Anna specializes in helping privately owned companies maximize their after-tax proceeds on exit. She has significant experience in representing companies in the sale of their business, capital raising and valuations. Anna was COO for a full-service advertising company with over 150 employees. She also served as an Adjunct Finance Professor at Loyola Marymount University.
As an investment banker for both middle market and Fortune 500 companies, including while at (RBC/Sutro & Co.) and Lehman Brothers (NY), she advised CEOs and boards on over $5 billion in transactions. She has advised companies in the consumer, food, healthcare, advertising/digital, retail, software/technology and manufacturing sectors.
As a principal in a $500 million private equity firm, she participated in investments in public and privately held companies in the food, manufacturing, healthcare, consumer and technology sectors.
Anna received an MBA from USC Marshall School of Business, Beta Gamma Honors, and a BA in Economics from University of California Irvine. She holds Series 7, 79, and 24 licenses with FINRA.