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2018 Maximizing Your Business Value | Silicon Valley

Hosted in San Jose Tuesday, September 25, 2018 7:30 a.m. - 11:35 a.m. PST

Event Overview

No risk, no reward.

Selling a business. It’s not easy. Nor is it painless.

But — if executed masterfully? The returns can be life-changing.

This half-day program is your key to a successful sale.

From knowing what you want, to taking the necessary steps to get it. The information presented will help you prepare, increase the health of your company, and maximize your valuation. Leave with expert insights like:

  • The seven cash drivers that accelerate value.
  • How to position your company for amplification through partnerships and investors.
  • How to build annual practices that leave your business in a more valuable state for sale.

Red flags loom far less threatening when you are primed to anticipate them. Be prepared to take action wherever you are in your business cycle.

Pricing
Members through September 4: $99| After September 4: $129
Guests through September 4: $119 | After September 4: $149

Members and guests are welcome to attend. For more details contact Rachel Celizic, event planner, at rachel.celizic@vistage.com

Event Speakers


Kelly Kidwell

CEO, Pacific Advisors

Strategies for maximizing enterprise value

What factors most increase — and impair — your company’s transferable value in the eyes of investors? In his presentation, Pacific Advisors CEO Kelly Kidwell will take a three-pronged approach to answering this critical question. 1. Quantitative: The seven cash drivers that accelerate value. 2. Qualitative: The seven risk drivers that discount value. 3. Strategic: How to position your company for amplification through partnerships and investors. Leave with actionable next steps to impact your enterprise value, including recapturing unclaimed profit and cash, and de-risking the enterprise.


Eric McDermott

Managing Partner, Pacific Advisors

Part 1: Strategies for maximizing enterprise value

What factors most increase — and impair — your company’s transferable value in the eyes of investors? In his presentation, Pacific Advisors managing partner Eric McDermott will take a three-pronged approach to answering this critical question. 1. Quantitative: The seven cash drivers that accelerate value. 2. Qualitative: The seven risk drivers that discount value. 3. Strategic: How to position your company for amplification through partnerships and investors. Leave with actionable next steps to impact your enterprise value, including recapturing unclaimed profit and cash, and de-risking the enterprise.

Part 2: Strategies for accessing enterprise value

Most owners are counting on the one-time sale of their business to produce their financial future. In his presentation, Pacific Advisors managing partner Eric McDermott will discuss how to instead, extract value all along the way — building annual practices that leave your business in a more valuable state for sale. Topics covered will include: accessing value through debt financing, strategies for lowering cost of capital, tax efficiencies, structuring ownership (pre-sale) to keep as much as possible, and more. Leave prepared with next steps for wherever you are in your business cycle.


Agenda

Silicon Valley Capital Club

7:30 – 8 a.m.
Check-in and breakfast

8 – 8:45 a.m.
Welcome and networking activity

8:45 – 10 a.m.
Kelly Kidwell & Eric McDermott, Pacific Advisors Strategies for Maximizing Enterprise Value

10 - 10:15 a.m.
Break

10:15 – 11:30 a.m.
Kelly Kidwell & Eric McDermott, Pacific Advisors Strategies for Accessing Enterprise Value

11:30 – 11:35 a.m.
Wrap-up

Sponsors


Location

Silicon Valley Capital Club
50 W San Fernando Street
San Jose, CA