Gate 3: An Overview of Exit Options and the Nuts and Bolts of an M&A Transaction

CONEJO VALLEY CHAPTER EVENT

Gate 3: An Overview of Exit Options and the Nuts and Bolts of an M&A Transaction


The next step in the Value Acceleration Methodology is the Decision Phase, which is comprised of the identification and analysis of the various exit options.

In this session, we will provide an overview of the various exit options available to business owners.

Additionally, we will provide a more detailed analysis of engaging in a transaction with a strategic buyer or private equity fund.

*PLEASE NOTE: This meeting will utilize the Zoom Breakout Rooms feature. After registering for the event, you will receive a Zoom Link from MemberExperience@beyondcepa.com.  Please ensure you save this to your calendar to access the meeting.  If you do not receive a confirmation e-mail within 15 minutes, please look in your Spam and Clutter mailboxes.

 

Learning Objectives:

  • Overview of the Exit Options
  • Understanding the Mechanics of an M&A Transaction
  • Achieving a Sale While Minimizing Risk

 

About the Presenter:

Learn from industry expert, Eric Jones, Esq., Shareholder of Nevers, Palazzo, Packard, Wildermuth & Wynner, PC.

Meet the Presenter

 

Thank You to Our Sponsors:

Esther Hopkins
Heritage
Singer Lewak LACG Morton Capital

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIConejoValley.org.

About the Presenter


Eric Jones, Esq.

Eric Jones, Esq.

Shareholder of Nevers, Palazzo, Packard, Wildermuth & Wynner, PC

Meet Eric Jones, Esq.

Eric Jones counsels privately held companies and their owners in the structuring, negotiation and closing of strategic transactions. His transactional expertise includes stock and asset acquisitions, financings, mergers, entity conversions and dissolutions, commercial transactions and corporate governance matters. Eric previously worked as a tax and transactions attorney in the Los Angeles offices of Venable LLP and Manatt, Phelps & Phillips, LLP. He works closely with clients’ tax advisors to address tax issues that may impact pending transactions. Eric speaks on important legal and business issues and has contributed to several legal publications.

Eric earned his Master of Laws in Taxation from New York University School of Law and his Juris Doctor, cum laude, from Pepperdine University School of Law. Additionally, he graduated summa cum laude from the California State University at Northridge with a Bachelor of Science in Accountancy and Business Administration (Honors in Business Option).