Exit Planning + Maximizing the Value of Your Business: A Primer

, Kaz Unalan, Director, Tax & Business Advisory Services, GBQ Partners; John Herubin, Managing Director, Edgepoint Capital; Charles Jarrett, CFP, CPWA, CRPC, Sr. Vice President, Merrill Lynch Private Wealth Management
Kegler Brown

We hope you will join us for a presentation that will help business owners (and their advisors) who are thinking about a potential future sale event assess their readiness and better understand the market.

Along with discussing the topics listed below, we’ll also share some practical tips to implement prior to a sale that will help make the transaction a success, because taking the right steps now to prepare for a future transaction will pay dividends down the road.

Presenters

Business Liquidity Planning + Goals
Kaz Unalan, Director, Tax & Business Advisory Services, GBQ Partners

Kaz will give an introduction to liquidity planning and goals, talking about assembling a team of advisors, timing, and liquidity options

Market Dynamics 
John Herubin, Managing Director, Edgepoint Capital

John will review the macro-conditions that are driving the current M+A market and what characteristics most impact market valuation for closely-held businesses.

Getting Your House in Order
Eric Duffee, Co-Chair, Mergers + Acquisitions Practice, Kegler, Brown Hill + Ritter

In Eric's presentation he will be discussing Common pitfalls as well as organizational and operational strategies to adopt prior to engaging in sale process.

Tools and Resources
Charles Jarrett, CFP, CPWA, CRPC, Sr. Vice President, Merrill Lynch Private Wealth Management

Charles will close out the presentation with a helpful list of tools and resources that you can access following the presentation.

A hot breakfast will be provided to all attendees.

RSVP

Please RSVP by Thursday, April 25by clicking the RSVP button below or by contacting Korri Titus at [email protected] or (614) 255 5515.

Venue

Kegler Brown
65 E State Street, Suite 1800
Columbus, OH 43215
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Parking

Complimentary Parking: There are several options available for parking. We will reimburse tickets from the Columbus Commons Underground Garage, located at 191 S. 3rd Street or from the Sheraton Valet, which is located on 3rd Street at the Sheraton Hotel just before the Columbus Commons Underground Garage.

Directions to Underground Garage
Directions to Sheraton Parking