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2018 Mergers & Acquisitions Series | Milwaukee

Hosted in Milwaukee Thursday, September 27, 2018 7:30 a.m. - 11:35 a.m. PST

Event Overview

There’s no time for indecision.

Selling the business. Growing your company through acquisition. At a fork in the road, asking — now what?

No matter which scenario resonates, a strategic plan is critical.

This four-part program will provide the tools to equip yourself and your company for what’s next. From knowing what you want, to knowing how to get it. With a focus on the areas that often prove most problematic, the insights presented will help you prepare, increase the health and value of your company, and maximize your chances of success.

You’ll leave with clear understanding of:

  • The transaction process.
  • How businesses are valued.
  • What to do now to increase value in your business and the odds of a successful transaction.
  • Key legal and tax issues.
  • The types of buyers, what they look for and what turns them off.
  • How and when to assemble your transaction team.
  • Steps to take to plan for post-transaction.

Get informed to make the best decision for your business, and build an impermeable strategic plan.

Register now for the full event series (and save over $100!) or, select only the events that most interest you:

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Part 1: Understanding the M&A process and creating your strategy
Sept. 27, 2018
Members: $129
Guests: $149

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Part 2: Value drivers and due diligence
Nov. 28, 2018
Members: $129
Guests: $149

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Part 3: The sale process
Feb. 6, 2019
Members: $129
Guests: $149

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Part 4: Transition planning — Life after the deal
March 27, 2019
Members: $129
Guests: $149

Event Speakers


Dave Heymann

Senior Mergers & Acquisitions Advisor, Generational Group

Maximizing the value of your business | When building value and planning to sell your business, small mistakes can leave huge amounts of money on the table. This presentation from Dave Heymann of the Generational Group will explore what owners need to know to maximize value and avoid such costly errors. Topics discussed will include:

  1. The types of transactions possible.
  2. If formulas and multiples work for determining value.
  3. The sources of value in your business.


Robert A. Mathers

Shareholder, von Briesen & Roper, s.c.

Panel: Understanding M&A processes and creating strategies for success

A corporate acquisition can be a game-changing move for you and your company. In this panel discussion, shareholders from von Briesen & Roper, s.c. will explore the processes, people and plans a successful acquisition requires. Both buyers and sellers will gain a more comprehensive understanding of what to expect on the buy-side of a transaction, and how to best move forward. Leave understanding key elements including overall processes and timeline; buy side engagements; fee arrangements and legal responsibilities; and planning and building your buy-side acquisition strategy.



Thomas A. Myers

Shareholder, von Briesen & Roper, s.c.

Value drivers and due diligence

Tom Myers, Nathan Fronk and Steve Szymanski of von Briesen & Roper, s.c. will discuss various value drivers, the due diligence processes employed for evaluating each, and how to improve these areas of your business.


Timothy A. Nettesheim

Shareholder, von Briesen & Roper, s.c.

Panel: Understanding M&A processes and creating strategies for success

A corporate acquisition can be a game-changing move for you and your company. In this panel discussion, shareholders from von Briesen & Roper, s.c. will explore the processes, people and plans a successful acquisition requires. Both buyers and sellers will gain a more comprehensive understanding of what to expect on the buy-side of a transaction, and how to best move forward. Leave understanding key elements including overall processes and timeline; buy side engagements; fee arrangements and legal responsibilities; and planning and building your buy-side acquisition strategy.


Part 1: Understanding the M&A process and creating your strategy

Wisconsin City Club

7:30 – 8:00 AM
Check-in and breakfast

8:00 – 8:45 AM
Welcome and networking activity

8:45 – 10:00 AM
Dave Heymann | Generational Group Preparing an exit for maximum value

10:00 – 10:15 AM
Break

10:15 – 11:30 AM
Thomas A. Meyers, Timothy A. Nettesheim, & Robert A. Mathers | von Briesen & Roper s.c. Panel: Understanding M&A processes and creating strategies for success

11:30 – 11:35 AM
Wrap-up

Sponsors


Location

Wisconsin City Club
900 W. Wisconsin Ave
Milwaukee, WI