An M&A process can be complicated with many moving parts. Business owners contemplating an exit or monetizing a portion of their equity stake should go into a process with eyes wide open, and preparation is key. This session will walk you through the steps of a transaction and how to better achieve your sell-side objectives.
Learning Objectives:
- How to start preparing for a sale of the business
- What financial sponsors and strategic buyers are looking for
- Valuation dynamics – how to push valuation up
Meet The Presenter:
Hear from industry expert Todd Najera.
Thank you to our Sponsors
Event Details
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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Business Owners & Their Trusted Advisors
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Business Owners
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Other Business Professionals
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Business Consultants
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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 Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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 Todd Najera:
Todd has over 25 years of experience as an investment banker, private equity investor, and senior operating executive. He has advised numerous companies on M&A, equity, and debt transactions, as well as general corporate strategy, and has broad experience across industry sector (business services, technology, telecom & media, energy, consumer, and industrial) throughout North America, Europe, Asia, and Africa. His core competencies include advising and collaborating with senior management on strategy and achieving financial objectives, structuring transactions, and managing multi-functional teams to deliver growth and shareholder value.
Todd is currently a partner with American Discovery Capital (ADC) where he has advised middle market companies on M&A and capital raising since September 2017. ADC predominantly assists entrepreneur-led and family-owned businesses achieve their strategic objectives. He has also been actively involved with several recent private equity investments, including GreenSlate, Majestic Realty, SmartBug Media, and Entertainment Partners, and previously led the administrative functions for the firm’s investment banking operations.
Prior to ADC, Todd was CFO and VP, Strategy and Finance at Materia, Inc. (now an ExxonMobil subsidiary), a technology company in Pasadena, CA serving the energy, chemical processing, pharmaceutical, and bio-refinery sectors from 2012 through 2017. Materia was founded to commercialize a technology for which Caltech professor Robert Grubbs won a Nobel Prize. He led the finance & accounting and corporate development functions, and also oversaw business development, legal, human resources, and operations. During Todd’s tenure at Materia, the company grew revenue six-fold.
Prior to Materia, Todd was an investment banker at leading global investment banking firms in London, Hong Kong, and Los Angeles since 1993. He was the Global Co-Head of the Renewable Energy & Environmental Finance Group at Standard Chartered Bank, where he coordinated the bank’s cleantech practice, working from their London office from 2009 through 2011. Previously, he specialized in leveraged & acquisition finance and financial sponsor coverage for Morgan Stanley in London and Hong Kong from 2006 through 2009. Before that, he worked in various roles for Credit Suisse First Boston and, prior to its acquisition, Donaldson, Lufkin & Jenrette (DLJ) in London, Hong Kong, and Los Angeles.
Todd is a board member and Treasurer of Healthy Humor, a charity that brings the healing power of joy and laughter to hospitalized children and their families at partner hospitals across the country.
Todd holds an A.B. from Harvard University where he concentrated in Government. His personal interests include early American history; international relations; travel; hiking, fishing, and skiing; health and fitness; cooking; and dabbling in foreign languages (German, Spanish, Portuguese, Japanese).
Todd, his wife Sheila, son Tyler (9 years old), and golden retriever Maui live just north of Los Angeles in Altadena, California.