2nd Annual Business as an Investment Workshop
Building and Realizing Business Value: Headwinds and Opportunities Ahead
A Deep Dive Exclusively for SI Business Owners and the C-Suite
Tuesday, April 16 (Prior to the 2024 CSIA Conference)
Would you put your life savings into an investment account and not check it again until you are ready to retire? The obvious answer is no.
However, entrepreneurs do this every day with their businesses. They spend so much time working in their business that they leave themselves no time to work on their business.
While someone is managing your investment portfolio, you are the one who needs to manage your business as both your job and your most valuable investment.
As an owner, regardless of when you plan to leave your business, focusing on your business as an investment is your most important work.
If this sounds familiar, then this workshop is for you.
2024 is expected to be a mix of predictable uncertainty with the presidential election and the ongoing maneuvering by the Fed for a post pandemic “soft landing” (interest rates, inflation, recession fears). While this is likely to have a cooling effect on businesses, investor interest in industrial automation businesses will continue to drive M&A activity. These conflicting drivers make strategic planning more difficult and at the same time critically important to the success of your business.
This session will combine the insights from a team of experts who have advised numerous system integration business owners on growing and realizing the maximum value from their business with the hands-on experience of other SI owners and business leaders. Through a combination of presentations and presenter-facilitated roundtable discussions, attendees will dive into various topics including:
- How to set up your business for growth?
- Should I focus on organic growth or growth through acquisition?
- How do I determine the right timing for a transaction?
- How do I marry the current economic situation with my strategy?
Participant Takeaways:
Attendees will walk away from the session with the following actionable insights:
- Time-sensitive economic events of public concern such as inflation, interest rates, labor market conditions, consumer spending and business investment.
- Practical and actionable advice on an increasingly complex labor market.
- Tools that company leadership can use to become better data-driven decision makers in running their businesses.
- Update on the Mergers & Acquisitions and capital placement markets, including for Automation and Control System Integration industry.
- An understanding of how valuations are connected to the economic cycle.
- Summary of key transactions and active buyers and investors for the industry.
- Overview of strategic options available to companies with exit planning or capital needs.
- Definition of transaction value and how competition is such a major determinant of this key fundamental term.
- Participants will acquire a solid foundation in business valuation, covering topics such as financial statement analysis, discounted cash flow (DCF) analysis, market-based approaches, and asset-based methods.
- An improved and applied understanding of the various business valuation methodologies. Understand when each is appropriate and why businesses have more than one value.
- Explanation of different strategies and tactics for enhancing the value of a business. Topics may include operational improvements, growth strategies, cost optimization, and risk management.
Register early to reserve your spot! The workshop early bird rate is $850 before January 31, regular rate is $950 between February 1 and April 1 and late registration is $1,070 after April 1. This workshop is limited to only 30 SI owners and their key stakeholders. Breakfast and lunch, as well as two breaks are included. Non-members are welcome and encouraged to register.