Maximize Your Business Value and Exit Options Seminar

426 Fox Chapel Road,Fox Chapel PA 15238

13 April, 2022

Description

Learn how business owners can create more valuable and transferable companies today to exit on your own terms in the future. Why do companies in the same industry and similar size sell for very different amounts? Why do some owners exit from their companies successfully, while others come up short? The answer has to do with transferability and risk. In this seminar, Laurie and Paul will discuss the exit value planning process that can help you maximize transaction value and exit on your own terms. They will review case studies to demonstrate the qualities of a successful third party sale, and where the process can fall apart. In this presentation, business owners will discover:Proactive steps you can take to ensure you are helping, not hurting your company's value, and what 4 areas in the preparation process can lead to a 36% increase in business valueAdvantages and disadvantages of different exit options for owners who are transitioning out of their businessLearn what M&A advisors are looking at when they are helping businesses grow and transfer their businessIdentify potential blind spots and areas for improvement that you can address now to prepare for your future exit Why should you attend?Whether you plan to sell your company in the future, or transition to next generation management, this session will help you use what you've learned to make an impact on your business value.Prior to the workshop, you’ll be invited to complete a business assessment to calculate your company’s Value Builder Score™ and identify strengths and areas for improvement that you can address now to prepare for your future exit.Choose a session that works best for you:Wednesday, April 13th, 2022, 12 - 1:30 pm orThursday, April 14th, 2022, 12 - 1:30 pm$75 cost for the seminar includes a buffet lunch at the Fox Chapel Golf Club and Value Builder assessment. This presentation is for business owners considering next steps in their entrepreneurial journey. Feel free to forward this invite to a peer or client who might benefit. Presenters: Paul Visokey, President, [email protected] Laurie Barkman, Partner, [email protected] About: Stony Hill Advisors specializes in exit planning and M&A advisory for lower middle market companies and entrepreneurs. Assisting clients across a wide variety of industries ranging in size from $1M to $50M in revenue, we offer various professional services including exit value planning, business valuations, transaction consulting, and mergers & acquisitions intermediary services. Visit our website, www.stonyhilladvisors.com to learn more. Meet the Presenters: Laurie Barkman is an Exit Value Planner and Mergers & Acquisitions Advisor bringing more than 25 years of operational expertise to client engagements. She is a former CEO with an exit and was Managing Partner of a private equity firm where she led deal sourcing and due diligence. During her career, she has been recognized with various marketing and leadership awards. With her strategic planning and executive advisory firm, SmallDotBig, she hosts the Succession Stories Podcast, providing weekly insights to grow your business and develop exit strategies. Based in Pittsburgh, Laurie works with clients in PA, OH, and across the US, in various industries including Business and Consumer Services, Technology, eCommerce, Manufacturing, and Logistics. Laurie earned an MBA from Carnegie Mellon University and BS from Cornell University. She is a Certified Mergers & Acquisitions Advisor, Certified Value Builder Advisor, and holds a Certificate in Exit Planning from The Exit Planning Institute. Paul Visokey is the President/Founder of Stony Hill Advisors. Paul combines practical knowledge of selling solutions with a thorough technical understanding of the products and services he has sold. Paul has expertise in B2B and B2C markets and brings experience selling to Fortune 500 enterprises and major telecom carriers to benefit his clients. Prior to founding Stony Hill Advisors, Paul was in the commercial mortgage market, leading marketing and information technology teams. As a business intermediary for lower middle market companies, Paul provides expert valuations, M&A advisory services, and exit planning advice. Paul holds Engineering, Computer Science and MBA degrees from the University of Pennsylvania, Rutgers, and Pace Univ. Additionally, Paul is a Certified M&A Advisor, Certified Business Intermediary, and Certified Value Builder giving him the knowledge and credentials to coach clients on maximizing the value of their business. Paul is also a licensed life and health insurance agent.