ACG San Diego | Virtual BrownBag: Making Your Business More Salable

ACG San Diego VIRTUAL BrownBag | M&A Deals – How They Move in Uncertain Times

Event Details


November 16, 2021 11 AM - 12 PM PST

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By starting the process of exiting early enough and addressing potential investor concerns (risk factors), a business owner can dramatically increase their business value and wealth with the help from a team of expert advisors. From the panelists you will learn how a “team” of expert advisors can have a positive, perhaps dramatic impact on a company’s value and the owner’s wealth.
Learn the reasons that advisor fees are not only a cost of the sale, but also provide a healthy ROI, including:
  • Through “adjusted EBITDA” including “add backs”
  • Eliminating risk factors
  • Through a dynamic presentation of the business's attributes to investors
During the program the panelists will also discuss a case study that will cover the following:
  1. The owner’s resource requirements to exit, and the actions taken by the team of advisors to address the owner’s needs
  2. What expert advisors might be needed, including: audit CPA, securities attorney, executive coach, HR strategist, valuation expert, tax CPA, investment banker, exit planner, marketing and branding strategist, and more depending on the clients needs
  3. How much time it took (the case study’s exit planning  to transaction process), based on the owner’s objectives
  4. How much the advisors fees cost during the transaction process and the return on investment (ROI) on those fees
  5. How a dynamic presentation of the business's attribute could contribute to a higher value
  6. How “risk factors” can be identified and how risk factor mitigation positively and dramatically affects value
Join us to learn from the experts and get your questions answered. This program will provide valuable information for Business Owners and C-Level Executives as well as Advisors working with Business Owners and C-Level Executives.


John Foley

John Foley

Arrow Up Partners
Creative Partner

John is a firm believer in the American dream where a business owner with an idea, dedication and an entrepreneurial spirit can build a successful business and later sell it to the benefit of his or her family, and community. John established Arrow Up Partners to address the growing and unique needs of investors who have ownership positions in portfolio companies in various stages. 

Nicole Devine

Nicole Devine

PBO Advisory Group
Consulting Director, HR Services

Nicole, who offers more than 15 years of strong HR leadership experience, also co-founded a small start-up CPG company which has added invaluable entrepreneurial balance to her business acumen. As the leader of PBO’s newest HR Advisory vertical, Nicole believes that people are integral revenue drivers, making them a company’s largest competitive edge. Aligning people strategy, employment branding and positioning high performance teams to execute is where Nicole hits her stride when partnering with clients.

Leo Klijn (Moderator)

Leo Klijn

Henberger Group Inc.

Leo is a principal with Henberger, a San Diego-based mergers & acquisitions advisory firm. Henberger assists business owners in the lower middle market (revenues from $10 to $200+ million) with exit planning, value enhancement and transaction services. Henberger is different from other investment banking firms, because it engages with business owners at least 3-5 years prior to their liquidity event. This allows them to optimize the value of their business and increase their odds for success.

Jim Tenuto

Jim Tenuto (Moderator)

Renaissance Executive Forums San Diego North

Jim brings people together, serving as mentor, accountability partner, connector and facilitator as owner of Renaissance Executive Forums. In their CEO advisory groups they help entrepreneurs and business leaders simplify business and help them become the best person they can possibly be. Better leader, better friend, better partner.

Event Secondary Body


  • ACG San Diego Annual Sponsors: $0
  • ACG Members: $0
  • Non-Members: $25
  • Guests: $25

You will receive a confirmation email with Zoom dial-in information



Contact Executive Director Judy Susser-Travis, CMP, CMM at or 619-741-7247.

Please Note: Your registration for this event acts as an audio/video release and includes your permission for ACG San Diego to use your image and comments captured on audio, video or photographic formats while attending the event for marketing and promotional purposes. For further information please contact: Judy Susser-Travis - ACG San Diego Executive Director @ or 619 741 7247.


Hosted by: ACG
San Diego