Collaboration at it’s Best Part 2:
Case Study Displaying Business Exit Prep
and Transition Options


Collaboration at it's Best Part 2: Case Study Displaying Business Exit Prep and Transition Options

This session will explore how a value acceleration firm and an investment banking firm worked together to help Kindred Bravely sale to TPZ Group. David and Channing will share how they helped the wife and husband team identify issues, de-risk, increase value, explore sale-ability factors, understand transition options and sale-ability factors, make a choice, and then facilitate the transaction.

Learning Objectives:

  • How a value acceleration firm and investment banking firm can work together.
  • Options for businesses to de-risk and accelerate value
  • Pros and cons of transition options
  • Details of a successful Private Equity Transaction


About the Presenters:

Learn from industry experts, Channing Hamlet, Managing Director, and David Horwich.  

Meet the Presenters


Thank you to our Sponsors, this event is free to attend!

This meeting will be held at Maggiano’s South Coast.

Address: 3333 Bristol St, Costa Mesa, CA 92626


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

About the Presenters

Channing Hamlet
David Horwich