CPE Conference Details

Earn 5 CPE credits at the Growth and Exit Conference

NASBA official course details

Get your business exit-ready

Earn CPE Credit at an Executive Conference Near You

We regularly hold conferences across North America.

GREXIT: Growth and Exit Strategies that Maximize Value

7:30 a.m. – 8:00 a.m. Registration and Breakfast
8:00 a.m. – 3:30/4:00 p.m. Session starts promptly at 8:00 a.m.

MORNING SESSION

BUSINESS VALUATION

Who are the best buyers?
How is COVID-19 affecting value
Building value vs. growing a business
Value myths exposed – The truth about multiples, book values and more
How savvy buyers take advantage of unprepared sellers
Interest rates and their impact on selling price
Exit strategy and timing
Presenting your financials properly
The buyer rarely buys what the seller thinks they are selling

THE M&A SALES PROCESS

16 steps to take you from the start of the selling process to a successful close
Common and costly pitfalls to avoid

COMMON SELLER MISTAKES

Selling to the wrong buyer
Not knowing the value of their business
Following the amateur process

HOW A STRATEGIC GROWTH PLAN GENERATES GROWTH

Finding the hidden opportunities for growth in every business
The five growth zones and drivers of growth within them
Growing profits and cash flow faster than revenue

WORKING LUNCH (LUNCH IS PROVIDED)

CAPITAL GAINS TAXES

How to minimize capital gains taxes
Coming changes

PACKAGING YOUR PROPOSAL

Seeing your business through the eyes of the buyer
Explaining your company’s past; documenting its future potential
Creating your ‘document of value’

BECOMING AN OPTIMAL SELLER

AFTERNOON SESSION

HOW TO DECIDE IF YOU SHOULD GROW OR SELL

What return on investment should a privately held business generate?

GROWING WITH A STRATEGIC GROWTH PLAN

How growth plans are developed regardless of business size
How to grow WITHOUT additional resources
How the Pareto Principle makes growth strategies successful in ANY industry
How owners stifle growth by focusing on the wrong products, services, and customers
Actual case studies of successful growth plans will be presented for businesses with sales of under $1M to over $60M

HOW BUYERS CALCULATE THE VALUE OF A BUSINESS

An actual calculation of value will be presented
Demystifying M&A jargon – CAPM, discount rate, beta factor, terminal value and more

IDENTIFYING AND ACCESSING BUYERS

Why the buyer in your industry may not be the best buyer
How to identify and approach the right buyers
Which buyers to avoid and why
Even the odds when dealing with sophisticated buyers who purchase several businesses each year

NEGOTIATING AND STRUCTURING THE DEAL

Negotiating mistakes to avoid
How professionals get the best price in the shortest time
Managing multiple buyers to obtain the highest possible selling price
Deal structures designed to give you more cash with less risk

FORMS OF PAYMENT

Making your business “pay you” even after you exit
Important legal and tax considerations
Protecting your lifestyle and estate needs
How is real estate handled?

I decided to attend the conference and hopefully receive some guidance on how to structure an exit plan of my business. Upon arriving at the conference, I was so impressed with the presentation given by Generational that I set a future appointment that week to discuss the possibility of selling my business with their Senior Managing Director David Robinson.

JoAnn Ellis, Owner

Fondren 5 Star Kennels

This testimonial is provided by a client of Generational Equity, LLC, and is specific to the experience with that entity and exclusive of any others. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experience, and is no guarantee of future performance or success.

Greetings Mike. Thank you for the captivating and compelling presentation you made at the Phoenix presentation last week. Over many years in business yours was the most informative and well-presented presentation, on any subject, that I have ever attended! Your energy and enthusiasm combined with your concise and captivating support of your positions with easily understood examples and data was compelling.