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A successful transaction is a delicate balance between price, terms and structure. When buyers and sellers enter a transaction, they hope the deal will go through without any issues, but that is rarely the case. Whether there are miscalculations or higher than expected costs, unclear terms, changing market conditions, or irreconcilable differences – much can go sideways. Channing and Mike will share some of their own experiences of deals gone wrong and what they have learned through the years to prevent those disasters. Learn tricks of the trade to help your business owners make a regretless choice.
Learning Objectives:
- Understand the delicate balance between price, terms and structure.
- Learn how investment bankers keep deals on track.
- Learn tricks of the trade to help your business owners make a regretless choice.
About the Presenters:
Hear from industry experts Channing Hamlet and Michael Kim.
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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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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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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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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Professional Advisors
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Business Consultants
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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.
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 Michael Kim:
Mr. Kim started his career at Deutsche Bank in the investment banking division, where he advised on numerous buy-side and sell-side M&A transactions and participated in debt and equity capital raises for clients across the technology landscape. Mr. Kim also worked as a Vice President at J.P. Morgan in the equity research group, where he covered the IT Hardware space. Prior to joining Objective, Mr. Kim served in the financial planning and investor relations team at CDW, a $12 billion Fortune 500 company. Throughout his career, Mr. Kim has worked closely with many leading private equity and venture capital firms on investment opportunities. Mr. Kim is a winner of the “40 under 40” Emerging Leaders Award for deal-making by The M&A Advisor.
Mr. Kim holds a Bachelor of Science degree in Business Administration from the Haas School of Business at the University of California, Berkeley and is FINRA Series 63, and 79 licensed. He is a Registered Representative of BA Securities LLC, Member FINRA SIPC.