Loading Events

2018 Mergers & Acquisitions Series | Part 2

Hosted in Milwaukee Wednesday, November 28, 2018 7:30 a.m. - 11:35 a.m. PST

Event Overview

Parts 2, 3 and 4 of this series have been cancelled. Please check back for upcoming events in your area.

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 events that most interest you:

icon-leadership

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

icon-business

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

icon-inspiration

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

icon-action

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

Why Attend


Build the knowledge and network you’ll need for a successful outcome.

Part 2: Value drivers and due diligence

Learn how to evaluate the health of your company across all areas that drive value. Join experts from Generational Group and von Briesen & Roper, s.c. to:

  • Examine why buyers buy, how they calculate value and how timing affects selling price.
  • Explore the processes, people and plans a successful acquisition requires.
  • Gain a more comprehensive understanding of what to expect on the buy-side of a transaction, and how to best move forward, whether you are a buyer or a seller.
  • Understand key elements, processes and timelines, including: buy-side engagement, fee arrangements and legal responsibilities, and planning and building your buy-side acquisition strategy.

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.


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.



Nathan S. Fronk

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.


Steven M. Szymanski

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.


Agenda | Part 2: Value drivers and due diligence

Wisconsin City Club

7:30 – 8:00 a.m.
Check-in and breakfast

8:00 – 8:45 a.m.
Welcome and discussion

8:45 – 10 a.m.
Dave Heymann, Generational Group Business valuation and timing your exit

10:00 - 10:15 a.m.
Break

10:15 – 11:30 a.m.
Thomas A. Myers, Nathan S. Fronk, Steven M. Szymanski, von Briesen & Roper s.c. Value drivers and due diligence

11:30 – 11:35 a.m.
Wrap-up

Sponsors


Location

Wisconsin City Club
900 W. Wisconsin Ave
Milwaukee, WI