HOSTED AND PRODUCED BY: EBIT Associates, Ltd.

IN CONJUNCTION WITH OUR SPONSORS AND BUSINESS ALLIANCE PARTNERS:

 

            

CONFIDENTIALITY: This event is a small venue environment, your name tag will only have your first name only, and nothing else will be disclosed on your company name. Confidentiality is also important to us.

One study conducted on behalf of lower middle market companies has shown that only 1 in 80 business owners successfully retire as planned on the exit of the family business. This half-day seminar will address the issues up front, so that when the business owner desires to remove himself/herself from the business, it is a predetermined event and not a result of economic conditions, market competition, health, etc.

You will hear from experienced professionals representing the most sterling companies in the industry. Experts from the Merger and Acquisition (M&A), Wealth Planning, Private Equity, Tax Specialty and Legal professions will all take part in discussing what pertains to the exit/sale/recapitalization of a company.

What You Will Learn:

  • How to maximize the value of your company
  • The main difference between a financial buyer and a strategic buyer, and which one will put more money in your pocket
  • How to cash out on your own terms
  • How to recast your past operating results so you can sell the future value of your business
  • The eight things to know (or do) before the “for sale” shingle goes up
  • How to minimize your tax liabilities
  • How to package and showcase the hidden value in your business

And much more . . .
 
Who Should Attend:

  • If you are the owners/CEO’s of a lower middle market company with minimum revenues of $10MM and up
  • If you are contemplating the sale or of recapitalizing of your company now or within the next 5 years
  • If you are thinking about your exit strategy, or want to plan an exit strategy for yourself
  • If your company is seeking a consolidator
  • If your company is in need of a merger with a strategic partner or a corporate acquirer
  • If you are interested in understanding the value of your company
  • If you need to know how to plan for the sale of your company

Half-Day Seminar
Thursday, October 20, 2016 • Noon – 5:15pm

Seminar Location: Deer Path Inn • 255 East Illinois Road • Lake Forest, IL 60045 • 847-574-3716 www.thedeerpathinn.com

Per attendee $149
Per attendee after 10/14/16 $199

For more information visit: www.ebitassociates.com/seminar
E-mail: info@ebitassociates.com or call Todd Cushing at 847-566-0500 x201
CLICK HERE TO REGISTER ONLINE

Suggestion: Make this a mini getaway with your spouse and stay the night at this 5 star hotel. Lake Forest is a quaint little town with great shopping and restaurants.

TODD CUSHING, PRINCIPAL, EBIT ASSOCIATES, LTD.
As a Principal at EBIT Associates, Todd focuses on mergers & acquisitions, private placements of debt and equity, and financial restructurings in a variety of industries. Prior to founding EBIT Associates, Todd was VP of Sales and Marketing at Sound of Music, Ltd., a satellite communications business. He played a key role in generating over $1.1 million in EBITDA for the company prior to being sold to Muzak Corporation. In addition to his leadership role at EBIT, Todd serves on three company boards, and is the past president of Midwest Business Brokers and Intermediaries (MBBI). Todd and his wife serve together at their church as premarital mentors.
MICHAEL S. ROBERTS, ATTORNEY, ROBERTS MCGIVNEY ZAGOTTA LLC
Michael is a principal at Roberts McGivney Zagotta LLC. He is also a Certified Public Accountant. Michael has extensive experience in corporate transactions, mergers and acquisitions, and private equity and venture capital financing transactions, on both a national and international level. He has represented private and public companies, entrepreneurs, private equity funds, software, technology, manufacturing and retail companies in a wide variety of transactions, including mergers, acquisitions, dispositions, joint ventures, private placements of debt and equity, and financings.
MONTY W. WALKER, WALKER BUSINESS ADVISORY SERVICES
Monty Supports Entrepreneurial Clients throughout the country and is recognized by his peer group in the Business Transfer Industry as one of the foremost innovative advisors to Small Business Owners in the areas of Business Transactions, Business Structuring & Design, Business Tax Planning and Business Exit Planning. Having come from an entrepreneurial family, Monty has a comprehensive business background spanning over 24 years which includes experience in both startups and established entities. Monty spent a significant portion of his career as an industry CFO in the private sector and he has owned and operated several of his own businesses. Thus, his experience comes from being directly in the trenches.
LOUIS W. KENTER, FOUNDING PRINCIPAL, PROSPECT PARTNERS
Lou is a veteran lower-middle-market investor with more than 25 years of experience investing in small companies. As a Founding Principal, he is involved in all aspects of investment sourcing, execution, and management. He is currently Chairman of the following platform companies: Education Futures Group, LLC, ICI Holding Company, Kronos Foods, Inc., Owen Equipment Holdings Corp., Prospect Pools Group, LLC, Prospect Water Co. LLC, and Summit Fire Protection Co. He is also a Director of Navix Holdings Corp. Prior to forming Prospect Partners, Lou was the principal of buyout firm Kenter and Co., where he originated and invested in the leveraged acquisitions of 10 companies, including Arnold Palmer Golf Management Company, Inc., and Mapquest.com.

12:15pm – Welcome and Introduction
Richard T. Cushing, Associate, EBIT Associates, Ltd.
 
12:30pm – Todd Cushing, EBIT Associates, Ltd.
• Merger and Acquisition Market Conditions
• Factors Affecting Value
• Determining The True Value Of Your Business
• Planning The Sale Of Your Business
• Taking Your Business To Market
• All About Buyers
• Closing The Sale
 
1:30pm – Michael S. Roberts, Roberts McGivney Zagotta LLC
Legal Aspects Of Merger and Acquisitions
 
2:30pm – Break and Refreshments
 
2:45pm – Monty W. Walker, Walker Business Advisory Services
• Choice of Entity: The Same Tax Does Not Fit All
• Deal Structure
• Personally Held Intangibles
• Charitable Planning and Its Impact on Transaction Taxation
• Managing Tax When Selling a Division
 
4:00pm – Louis W. Kenter, Prospect Partners, LLC
• What Is Private Equity
• Where Does Private Equity Capital Come From
• What A Private Equity Partner Can Provide
• Value Of A Private Equity Partner
 
5:15pm – Closing and Wine and Cheese Reception
 
You are cordially invited to attend our Wine & Cheese Reception immediately following the seminar. Enjoy delicious cheese platters and fine wines.
 
You’ll have a chance to meet the speakers and discuss questions you may have. This is a great opportunity to arrange for a free consultation visit from any one of our highly qualified specialists. Don’t miss this informative, no-nonsense, half-day seminar. You’ll find it invaluable!
 
CLICK HERE TO REGISTER ONLINE

EBIT ASSOCIATES, LTD.
Todd Cushing
117 S. Cook Street, #212, Barrington, IL  60010
847-566-0500 • tcushing@ebitassociates.com
www.ebitassociates.com

 
EBIT Associates is a leading intermediary and investment-banking firm advising private and corporate clients on lower middle market transactions. They use a highly structured process for bringing you the right buyers, attracting multiple bids, and helping you understand all of your options. EBIT has a developed customized marketing strategy and state-of-the-art resources, which allows them to close transactions over three times the industry average.
 
Headquartered in the greater Chicago area, EBIT’s excellent track record of serving nationwide businesses in the $1-$500 million revenue range, proves the reliability of their distinctive approach. Unlike other business brokers who average about 10-30 clients at a time, EBIT’s advisors strictly handle up to 4 clients at a time. This dedication and attention to your time and business is what allows for EBIT Associates to sell over 75% of their client companies at a higher price than the broker community.
ROBERTS MCGIVNEY ZAGOTTA LLC
Michael A. Roberts
55 West Monroe, #1700, Chicago, IL  60603
312-251-2295 • mroberts@rmczlaw.com
www.rmczlaw.com

 
Roberts McGivney Zagotta LLC is a Chicago law firm that offers the unique combination of highly sophisticated legal services provided through a business model focused on efficiencies. That combination makes them a value-added partner for the spectrum of their clients — from entrepreneurial, high growth companies to highly experienced, mature companies and from companies throughout the United States to companies abroad. That combination has been a welcomed approach by clients in need of legal representation across all business lines.
 
Roberts McGivney Zagotta LLC size and firm culture fosters an environment that provides their client’s access to a vast array of sophisticated legal and business expertise in a timely and cost-efficient manner. They have created an entrepreneurial firm environment that provides highly technical legal services with a business acumen appreciated by clients. Their advantage in the market place is their ability to offer legal services not generally found in a firm of their size.
Walker Business Advisory Services
Monty  W. Walker
813 8th Street, Suite # 550, Wichita Falls, TX  76301
940-322-5086 • mwalker@walkeradvisory.com
www.walkeradvisory.com

 
Walker Business Advisory Services is a Strategic Small Business Advisory Firm. They support Small Business Entrepreneurs throughout the country. Whether you are a Current Business Owner or are in the process of Starting, Buying or Selling a business, you can benefit from the advisory services of an organization experienced in serving the unique needs of Business Entrepreneurs
 
Walker Business Advisory Services Help Entrepreneurs:

  • Choose an entity from which to operate their business
  • Design an overall operating structure to protect their Personal and Business Assets
  • Reorganize their operations to enhance risk and tax efficiencies Use “Qualified Retirement Funds” (i.e. IRA, 401k, etc…) as a business capitalization source
  • Develop exit strategies so they can maximize their after tax proceeds
  • Traverse the maze of complexities associated with Starting, Buying or Selling a Business
PROSPECT PARTNERS, LLC
Louis W. Kenter
200 West Madison Street, #2710, Chicago, IL  60606
312-782-7400 • lkenter@prospect-partners.com
www.prospect-partners.com

 
Prospect Partners is a private equity firm that invests in smaller lowermiddle-market companies, managing $470 million across three committed funds. A highly experienced, active and committed investor, we partner with management to invest in leveraged recapitalizations and buyouts of niche market leaders with revenues typically between $10 million and $75 million (add-on acquisitions for current platforms typically generate at least $2 million). We invest in well-positioned companies led by strong management teams with clear plans for growth. Since 1998, we have invested in more than 135 unique companies to build nearly 50 platforms in widely diverse niche manufacturing, distribution, and service markets. Our extensive portfolio reveals more than our varied investment interests and expertise completing small-company transactions. Our philosophy is rooted in partnership and a passion for helping build successful companies over the long term. Beyond our initial and follow-on equity investments, we provide specialized guidance that helps management teams pursue their strategic plans, finance their business, negotiate acquisitions, recruit management, and manage operations.

Find out how by attending this up coming no-nonsense seminar.

 
 

Learn how to MAXIMIZE THE VALUE OF YOUR BUSINESS, CASH OUT ON YOUR OWN TERMS, MINIMIZE YOUR TAX LIABILITIES.

 
 

You’ll learn the secrets of the Merger and Acquisition professionals!

 
 

Yes! I want to attend this No-nonsense Seminar for just:
– $149.00 before October 14th
– $199 after October 14th

 
 

DOWNLOAD THE SEMINAR BROCHURE

 
 

CLICK HERE TO REGISTER FOR THE SEMINAR

 
 

Please Note: Your company gross revenue must be over $10 million to attend this seminar.