FUELING GROWTH: HOW SMART LENDING DRIVES BUSINESS VALUE AND M&A OPPORTUNITIES
This event will be on how strategic borrowing and smart lending practices can drive business growth by providing essential capital for expansion and operational improvements. It highlights techniques to enhance business value through effective financial management and investment in growth opportunities, and explores how mergers and acquisitions (M&A) can be leveraged to expand market share, diversify offerings, and improve operational capabilities. Additionally, it covers acquisition financing, risk management, and the importance of due diligence and strategic alignment in successful M&A transactions.
Learning Objectives:
- Smart Lending Practices: How strategic borrowing and smart lending can fuel business growth by providing the necessary capital for expansion and operational improvements.
- Business Value Enhancement: Techniques and strategies to enhance business value through effective financial management and investment in growth opportunities.
- M&A Opportunities: Insights into how mergers and acquisitions (M&A) can be leveraged to expand market share, diversify offerings, and enhance operational capabilities. You'll learn about the importance of due diligence, integration, and strategic alignment in successful M&A transactions.
- Acquisition Financing: Detailed information on acquisition financing, including how it works, its benefits, and how businesses can use it to achieve their growth ambitions.
- Risk Management: Understanding the risks associated with M&A and financing, and how to mitigate these risks through careful planning and execution.
About the Presenter:
Hear from industry experts, Bryn Theisen, Dave Frank, and Mike Burmesch
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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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
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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
As a Commercial Relationship Manager with PNC’s Corporate and Institutional Bank, Dave works with business owners and corporate executives. He offers solutions to your business in the areas of commercial lending, cash flow, liquidity, and business succession planning. He partners with experienced team members to offer you other financial services including Treasury Management, Foreign Exchange, International Services, Equipment Leasing, and Employee Services including Pension and 401k plans. PNC’s Private Bank is also available as an option to assist with personal banking, wealth management, retirement, trust and estate planning for you and your family.
Dave has over 30 years of Banking experience and has a wide scope of Commercial Banking experience. He has worked with family-owned businesses, non-profits, healthcare companies and manufacturers.
Mike works alongside the firm’s partners supporting client engagements through in-depth financial modeling, market research, and other activities. In addition to providing support on client engagements, Mike also focuses on building and expanding PPC’s relationships with local and regional commercial lenders, accounting firms, law firms, and other trusted business advisors to privately-held companies.
Mike graduated in 2011 with honors from St. Norbert College with a Bachelor of Accountancy Degree. While attending college, Mike played soccer for several years with St. Norbert’s collegiate team in addition to participating in a variety of student organizations. After completing his undergraduate studies, Mike worked for the regional accounting firm of Baker Tilly in both their Madison and Milwaukee offices as a Senior Accountant. He has been a licensed Certified Public Accountant since 2012.
