Fireside Chat with Rob Carskadden, Partner with 3 Rivers Capital
When there is a lot of noise in the marketplace it helps to have a solid process that gives an entrepreneur insight into when they should take a specific action. This hold true when your primary business is buying and selling companies. Rob Carskadden is going to walk us through how he evaluates and times his purchases and sales in order to maximize the value he is contributing to the business.
Learning Objectives:
Learn what to look for in a company that you may want to acquire
Learn where you may need to focus to increase your companies value in the eyes of a buyer
Understand what questions you should be asking yourself to determine if you should keep or sell your business
About the Presenters:
Learn from industry expert Rob Carskadden, Partner with 3 Rivers Capital and Don Johnston, Partner with Grossman Yanak & Ford, as moderator.
The EPI Pittsburgh 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.EPIPittsburgh.org
Don joined the firm in 1993, and has over 30 years of public accounting experience. He has spent the majority of his career serving the tax and consulting needs of privately-held companies and their owners. Don also has expertise with issues related to business entity formation, transactions and exit planning.
Don handles tax planning and compliance-related issues for all types of entities, including corporations, LLCs and partnerships, for a wide base of clientele, ranging from small start-up organizations in the early development stages to large, billion-dollar entities in need of technical expertise.
His broad range of experience encompasses many industries, including manufacturing, nuclear energy and mining. Don also has extensive experience working with distribution entities and has devised tax-savings strategies for income, franchise and other business-related taxes for numerous middle market clients.
Additionally, Don’s background allows him to assist individuals and businesses in determining advantageous strategies for mergers, acquisitions and divestitures. His skills have been utilized for special projects in various areas of expertise, including: acquisition planning and due diligence, Section 338(h)(10) acquisition work; stock vs. asset sale analyses for acquisition and/or disposition scenarios; development of strategies to reduce state tax obligations of multi-state entities; complex valuation-related issues; and other tax concerns for individual clients.
Prior to his co-founding of 3RC, Rob had 12 years of experience in operational finance and process analysis. After graduating from Columbia Business School, Rob continued his career at Ford Motor Company, joining their newly-designed manufacturing finance training program. While at Ford, Rob held numerous positions including line foreman at the Dearborn Stamping Plant, finance manager for the company’s North American Stamping Best Practices Team, and finance manager for the small vehicle transmission program.
Rob joined Fisher Scientific in 1997, where he held various financial positions at the corporate and operational level, including business development, distribution, logistics, and sourcing. While trying to solve an inventory issue, Rob launched and became General Manager of an online business-to-business platform to market scientific equipment and supplies (Einstein’s Garage). After his success at Fisher, Rob launched Standish Consulting, a boutique strategic advisory firm, focused on operational, financial, and process design improvement. There, Rob successfully developed and implemented an Activity Based Costing (ABC) management program for a multi-billion dollar tier one automotive supplier. His success with the automotive group led to several other assignments, including several budget development programs.
Combining diverse functional experience with financial and technical expertise, Rob delves into the operational and financial details of both targets and portfolio companies for 3 Rivers Capital. He is passionate about providing the leadership, concepts, and analysis to help these small companies reach their potential, thereby providing small newly unencumbered companies the operating disciplines and technology to unlock their hidden value.
Implementing the CEPA Playbook
This three-module course is an expansion of the playbook and introductory call by the Exit Planning Institute that instructs advisors on the first 120-days post-CEPA program. Together with the creator of the playbook, President of EPI Scott Snider, the attendee will lay the foundation for implementing the training, tools, and knowledge into their practice as either a chargeable service, marketing strategy, or both.
Platform:EPI Academy
Style:Online / Self-Paced
CEPA Exam Prep Course
The CEPA Exam Prep Course is a recommended add-on course produced by the creators of the CEPA exam and is intended to fully prepare candidates to successfully pass their test with ease. Strengthen your knowledge of exit planning core concepts and expand your opportunities by receiving additional and exclusive insights from your CEPA faculty, along with your own study guide and sample test questions.
This course allows you to focus in on key areas prior to the start of your CEPA program and includes:
Course walkthrough, core concepts to know, test tips, and Q&A.
Both a physical and digital version of the CEPA Exam Prep Guide.
Already registered for CEPA, but still want to add on the Exam-Prep Course? Get it here.
