Maximizing the Sales Process with an Investment Banker

CONEJO VALLEY CHAPTER EVENT

Maximizing the Sales Process with an Investment Banker


  • How investment banking relates to exit planning
  • The sale process and which other advisors are involved
    • Key steps in the transaction process
  • Pre-transaction preparation
    • Value of Quality IB
    • Benefits of Competitive Process
  • Current market overview
  • Conversation points:
    • What important aspects of a sale process?
    • What it takes to achieve an optimized outcome?
    • Most significant challenges encountered with owners?
    • What has changed over the years related to exit execution?
    • What rewards and penalizes a company’s value?

Learning Objectives:

  1. Understanding the value of engaging an investment banker
  2. What and who is involved in a sale process
  3. How can a business best prepare in advance to maximize the outcome of a sale

About the Presenters:

Learn from industry experts Artin Sedighan, President & Managing Director, Jeffrey Knakal, Managing Partner, David Bonrouhi, Managing Director, and Dennis Clapp as Moderator. 

Meet the Presenters

Thank You to Our Sponsors:

 

SingerLewak Announces Expansion into South San Francisco, CA with the Combination of Middle Market Accounting and Consulting Firm Good & Fowler, LLP

This meeting will be held at The Stonehaus, Tasting Room.

Address: 32039 Agoura Road, Westlake Village, CA 91361

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 Presenters


Dennis Clapp

Dennis Clapp

Executive Director
JP Morgan Private Bank

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Artin Sedighan

Artin Sedighan

President & Managing Director
Cappello Global, LLC

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Jeffrey Knakal

Jeffrey Knakal

Managing Partner
Growth Partners

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David Bonrouhi

David Bonrouhi

Managing Director
Calabasas Capital

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