Maximizing Your Exit Value

THIS SESSION FOLLOWS OUR AFTERNOON PD PRESENTATION - REGISTER FOR EACH SEPARATELY ONLINE

THIS EVENT IS ALSO THE FINAL ADVANCED SESSION FOR THE 2017 CFO BOOTCAMP


As companies continually evaluate strategic alternatives, M&A is a frequently cited option. The panel will discuss the various exit options, as well as the steps that a company should follow in order to maximize the probability of an efficient selling process and avoid erosion of transaction value during the negotiation phase.
 
Panelists will include experienced professionals with a variety of perspectives on M&A, including senior leaders from Grant Thornton, Houlihan Lokey, Thoma Bravo, VMWare, and Osborn McDerby. Discussion topics will include:
  • Perspective on the 2017 deal environment and the outlook for 2018;
  • Determining the right team and process to execute a potential deal;
  • What type of buyer is right for a company;
  • Preparation for the process – including financial, operational, and strategic considerations and best practices; and
  • Avoiding common pitfalls as well as understanding why some deals may fail.

Date:  Thursday, February 15, 2018

Program:  5:30 PM Networking, Cocktails and Heavy Hors d'oeuvres | 6:20 PM Announcements | 6:40 PM Guest Speaker 

Location:  Grant Thornton, 101 California Street, 27th Floor, San Francisco

Registration Fee:  Complimentary to Chapter Dues Paying Members 

CPE:  This event will qualify for one (1.0) CPE credit.

Have Questions or Need Registration Support?  Contact Denise Parker, Chapter Administrator, at 813.494.9551 or [email protected].

Speakers

Timothy Macholz

Member
Houlihan Lokey

Todd McClurkan

Advisory Partner
Grant Thornton

Stephen Osborn

Attorney
Osborn McDerby

Carl Press

Principal
Thoma Bravo

Mark Thorpe

Vice President, Head of Finance and Administration
VeloCloud Networks, Inc.

Credits

1.00 CPE
Basic

Method

group-live

Field

Management Services, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.