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Planning Your Exit and Business Valuation

Planning Your Exit and Business Valuation

San Diego, CA | Nov 5, 2023 - Nov 7, 2023

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ABOUT THE PROGRAM

Planning Your Exit and Business Valuation will focus on exit options and how business owners can develop a personalized exit plan. 

The program will cover owner readiness, business readiness, market readiness, exit options, the sales process, and legal and tax consequences.  Participants will know their choices and learn about realistic expectations and consequences with transferring ownership. Participants will develop personal actions plans that can be tracked and monitored.

Learn the Three Keys to a Planned Exit:

  1. Owner Readiness Process – personal financial plan, lifestyle plan, and emotional preparedness
  2. Business Readiness Process – review, assess and evaluate: sales, marketing, operations, org chart, financials and withdrawal liability
  3. Market Readiness – valuation, financing, deal structure, and buyer types (financial vs. strategic)

Selecting a Planned Exit Option:

  • Voluntary – family transition, ESOP, 3rd party sale, dissolution
  • Involuntary – death, divorce, departure, disability 

Designing Your Planned Exit:

  • Align with the original objective – still on track?
  • Decide best option – how to best prepare the business
  • Consider the deal structure

Participants will learn about:

  • Options available
  • Where to start
  • Additional resources

Monday evening will include a panel discussion with three mentors (SMACNA contractors) that have already exited their businesses.  Discussion will focus on successes, failures, best practices and lessons learned during their exiting process.

Participants will have the option to request a one-on-one appointment with Mr. Ovrom or Ms. Steinbrenner to discuss their personal exit plan. Alternatively, participants will have the option to schedule a conference call with Mr. Ovrom or Ms. Steinbrenner. 

MENTORS

Richard J. Cramer, Sr., Chairman, Dee Cramer, Inc. 

Mark Augsten, CEO, California Sheet Metal Works

PROGRAM TAKEAWAYS

  1. Education: why planning for ownership transfer and business valuation is crucial
  2. Action Items: what steps are needed to create a planned exit
  3. Tools: how to accomplish task lists 

WHO SHOULD ATTEND
 
The target audience includes owners within five years (preferably) of retirement. Enrollment will be limited to 30 participants with a maximum of three from one company.

View the Schedule

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ABOUT THE INSTRUCTORS
John Ovrom - Founder and President - Exit Consulting Group

John Ovrom is the founder and president of Exit Consulting Group, Inc. (ECG). He founded the company on a simple principle – the desire to help fellow entrepreneurs. What started as John helping friends and previous business connections, quickly evolved into a consulting business, and the creation of The Ovrom Group, that became the Exit Consulting Group, Inc. in 2009. John has an entrepreneurial spirit, and is constantly coming up with new, inspiring, creative, and innovative ideas. 

John’s win is creating long-lasting value for his clients by finding unique, effective solutions to business challenges.

Andrea Steinbrenner - CEO - Exit Consulting Group

Andrea Steinbrenner is the CEO at Exit Consulting Group, Inc. (ECG).  An experienced, versatile executive who has worked across a multitude of industries throughout her career, Andrea’s objective is to leave businesses better than she finds them and works hard to provide her clients and companies with their best possible outcome.

Andrea emphasizes the importance of clear communication and demonstrates this skill by listening to the wants, needs, goals, and priorities of each client before collaborating to find the starting point in the client’s journey. She brings the same skills to working with staff, searching to find solutions that best fit the situation and move people towards their goals while maintaining the company’s culture and values. 

Andrea’s win is seeing people succeed and helping them find the best way to reach their goals.

Michael G. McNally - Partner - Fox Rothschild LLP

Michael G. McNally is a partner at Fox Rothschild LLP, a national firm with offices in 29 cities. Based in the Minneapolis office, he is Co-Chair of the firm’s Employee Benefits & Executive Compensation Department.  Michael has extensive experience in advising clients in the highly technical and specialized area of withdrawal liability to multiemployer pension plans.  Michael assists clients in long-term planning regarding multiemployer pension plan obligations, counsels on tools to mitigate liability and offers creative legal strategies and solutions. His practice includes advising clients on withdrawal liability and the impact of collectively bargained plans in corporate transactions.

Venues & Accomodations

Marriott San Diego Gaslamp Quarter

660 K Street

San Diego, CA
92101

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