Masters M&A Class

Seminar for Sellers and Capital Raising

This is a fast-paced, comprehensive class for participants who want to master the processes of either raising equity capital to grow, or selling ownership in their company. Surprisingly, the preparation processes are almost identical. This is an interactive and engaging half-day class. It teaches proven best practices that help sellers achieve the highest ROI on their transaction. Participants will learn:

  • The 8 most important areas to strengthen in one’s company prior to the transaction
  • Attributes among one’s leadership and teams that are most attractive to investors
  • Which attributes most often hinder a deal from closing despite rising revenues and profitability
  • The most common discounts placed on one’s purchase price when negotiating the valuation
  • The best timing to launch the transaction
  • Ways sophisticated investors/buyers gain leverage over the seller in negotiations
  • The greatest challenges once the seller is exclusive with an investor/buyer
  • The top reasons why companies are not ready for a transaction
Agenda
  • 8:00am – 8:30am: The Pathway to Regret: Lessons Learned from Owners Who Have Gone Through Transactions
  • 8:30am – 10:15am: The Eight Most Important Areas to Strengthen in a Company Prior to Transaction
  • 10:15am – 10:25am: Break
  • 10:25am – 11:15am: The Eight Most Important Areas to Strengthen in a Company (Continued)
  • 11:15am – 11:30am: Investors and their Investments
  • 11:30am – 11:45am: Top Reasons Why Companies are not Ready for a Transaction
  • 11:45am – 12:00pm: Behind the Curtain: Tricks to the Trade!

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Testimonials from Class Participants

Great topic. Excellent speaker. Great presentation and delivery. Don’t change it.
Seattle, WA
Great energy – passion for telling the story beyond the content. Relevant theme for any executive leader. Great energy and passion! Excellent cross-functional view of the components of organizational excellence and preparedness. Hagen did an excellent job of clarifying the usually murky descriptions and understandings of investment banking.
Greenville, SC
One of the best Vistage presentations for applicable content to the business owner.
Phoenix, AZ
Excellent presentation and support materials. Fantastic, applicable content, which was interesting and compelling. Learned a lot.
Seattle, WA
Hagen’s presentation was completely interesting. The content was timely and flowed. There was a lot of information presented very systematically but he was able to stop and answer our questions. Extremely well done! Hagen is a wonderful speaker with relevant information. He is very interesting and interactive.
Knoxville, TN

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