Mergers and Acquisitions Forum: Formulating an Exit Strategy
What You Can Expect
The Mergers and Acquisitions Forum: Formulating an Exit Strategy workshop brings together top professionals from FMI’s Investment Banking, Center for Strategic Leadership and Management Consulting divisions and puts an arsenal of more than 90 years of industry-specific experience at the disposal of participants for two and a half days. Limited to just 50 attendees, participants have the undivided attention and focus of FMI’s expert team. At the end of the workshop, you will leave with a deeper understanding of the strategies necessary to improve, position and transition your business, as well as know what steps are needed to execute a successful transaction.
This program focuses specifically on helping you develop your firm’s unique exit strategy to best position your firm for sale to a third-party company or to your employees. The goal of the workshop is to accelerate your ability to create value in your firm, lead your organization successfully through a transaction, and execute a transaction to meet your shareholders’ objectives.
Benefits of Attending
An effective exit strategy has business, leadership and ownership strategies that work together to well-position the company, provide an enduring organization that generates successors and meet shareholder objectives while incentivizing the next generation. Participants of this workshop will learn how FMI’s strategic paradigm integrates business, leadership and ownership strategies to provide a successful transition or transaction.
- Learn how a third party buyer will value your business
- Understand leadership development strategies to improve your organization and grow your business to support a third party or employee sale
- Gain insight on business strategies to increase the value and marketability of your company
- Understand how to execute a sale of your business to a third party or to employees to meet your objectives while providing for its continued success
Who Will Attend
Business Owners and Senior Executives Leadership who are preparing to tackle ownership issues within their firm.
We encourage companies to send multiple team members to foster greater cohesion and accountability. the benefit of having several team members experience the program is that the principles taught will multiply throughout your organization. FMI offers a discount for multiple attendees.
Unable to Attend?
If you are planning to sell your company but are unable to attend, please call us to discuss your firm's succession strategy or how to improve the value of your firm for an internal or third-party sale. Our experienced professionals can help you decide upon a plan to maximize the achievement of your objectives. Contact Stuart Phoenix, Managing Director, FMI Capital Advisors, at 919.785.9241 or Jake Appelman, from our Center for Strategic Leadership at 303.398.7220.
If you have any questions about the program or the topics we will cover, please contact one of the program directors: Stuart Phoenix in Investment Banking, at 919.785.9284, Jake Appelman with the Center for Strategic Leadership at 303.398.7220 or Brian Moore with Management Consulting at 919.785.9269.
Day 1: 8:00 am to 4:00 pm
- E&C INDUSTRY TRENDS AND FMI’S EXIT STRATEGY PARADIGM
- E&C Market
- Mergers and Acquisitions
- Exit Strategy Paradigm
- Value Creation
- Growth Strategy Options
- Positioning for a sale or transition
- FUTURE LEADERSHIP
- Leader Assessment, Selection and Development
- Succession Planning to Support a Sale or Transaction
- Welcome Reception: 5:00 PM — 7:00 PM
DAY 2: 8:00 am to 4:00 pm
- BUILDING THE BUSINESS
- Organizational Development
- Values, Purpose and Envisioned Future
- Creating Value in the Organization for a Sale or Transition
- Setting Strategic Direction
- Positioning to Create Value
- Sale to a 3rd Party
- Preparation | Positioning | Sale Process
- Sale to Management Team
- Transitioning Issues | Tax Implications | Sale Techniques
- Sale to an ESOP
- The Buy-Side Acquisition Process
- Sale to a 3rd Party
DAY 3: 8:00 am to 12:30 pm
- Deal Structuring
- Integrating Your Business, Leadership and Ownership Strategies to Formulate an Exit Strategy
Download the 2011-2012 Mergers and Acquisitions Forum brochure by clicking here.
The Best Instructors in the Business
Stuart Phoenix, Chairman
Jake Appelman, Director
Brian Moore, Principal
Rick Dutmer, Managing Director
Timothy Sznewajs, Senior Managing Director
Matt Kennedy, Consultant
Travel & Accommodations
When making flight arrangements, please plan to arrive the day before the start date as the Mergers and Acquisition Forum: Forumulating an Exit Strategy begins at 8:00 a.m. the first day. Departure flights should be booked no earlier than 3:30 p.m. on the final day. Travel time from the hotel to the airport is approximately 30 minutes.
A limited number of rooms have been set aside for attendees at the seminar hotel. Rooms are available on a first-come, first-served basis only. Please call the hotel directly to make your reservations, and refer to FMI Corporation. We urge you to reserve a room as soon as you plan to attend this event.
If you have any trouble obtaining a room, please contact our event coordinator who can provide you with a list of additional hotels in the vicinity.
JW Marriott Denver Cherry Creek
150 Clayton Lane
Denver, CO 80206
Visit Cherry Creek Denver
Fees, Cancellation and Policies
- $1,895 First attendee
- $1,495 For each additional attendee from the same company
Registration includes all workshop materials, interactive workshop instruction, one-on-one consultations with FMI experts and refreshment breaks. Meals,lodging and transporation are not included.
To make any name changes or cancel participants, plesae email us at email@example.com. If we receive your written cancellation at least five business days before the program, we will refund your tuition. Otherwise, your tuition will be converted to a non-refundable credit you may apply toward any FMI product or program for one full year.
Please note: If FMI cancels the event, your registration fee will be refunded. However, FMI cannot be held accountable for non-refundable airline tickets or other expenses related to your travel to the event.
For questions regarding FMI's Cancellation policy, please call 800.877.1364.
Dress code for this seminar is Business Attire. Weather in Denver varies. We recommend that you check the weather for the area prior to packing. Click here to see a 10-day forecast.
If for any reason you are not satisfied, please inform us by calling 800.877.1364. We will refund your tuition or give you a credit to use at another FMI program.
Continuing Education Credits
You can earn up to 18 hours of continuing education credits by completing this program. A certificate of completion will be awarded to you at the conclusion of the program. You may use this certificate for self-reporting purposes to many state and local continuing education entities./p>
FMI Corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org.