Agenda

Strategic Opportunities/Sourcing Panel

Looking at the focus and priorities of the selling company, how deals are sourced, the sale strategies involved, and how buyers are qualified to start the selling process.

• Terese Everson, Focus Strategies
• Lindsey Wendler, Dresner Partners
• Stephen Day, Navidar
• Moderator: Ben Hernandez, Skytale Group

Valuation and Diligence Panel

Walking through the actuals, projections, QOE's, what the multiples should be, and other liabilities that should be addressed prior to the sale.

• Craig Arends, CliftonLarsonAllen
• Edward Belanger, Belanger Valuation
• Sean Willliamson, RSM
• Moderator: George Stephens, NOW CFO

Dinner at Eddie V's

Show at Esther's Follies Comedy Club

Legal/HR/Real Estate Panel

Structuring the deal terms and getting to the close.

• Carl Condon, Avison Young
• Mary Hager, Winstead PC
• Donna Hare, Insperity
• Moderator: Nick Monaghan, Dykema

Financing Panel

How to structure the funding for the deal through equity, debt, traditional lenders, or non-traditional partners, including additional items surrounding securing financing.

• Eric Weiner, Blue Sage Capital
• Wolfgang Zahner, Capstone Partners
• Michelle Yeh, J.P. Morgan
• Moderator: Jim Gerberman, Corporate Finance Associates

Post-Closing Integration Panel

Walking through the planning, execution, first 100 days, and why deals potentially fail. 

• Lucas Walters, Bridgepoint Consulting
• Michael Sullivan, Embark
• Moderator: Brad Werner, Embark

Deal or No Deal

• Ollie Sandlin, Focus Strategies 

A mock deal auction, in which each table will be its own deal team. Throughout the presentation, each team can ask questions and place bids. The bid closest to the actual valuation wins!