Value Workshop

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Investing in Your Most Important Asset – Your Company:
Building and Realizing Business Value
A Deep Dive Exclusively for SI Business Owners and the C-Suite

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. 

 

Through a series of educational presentations and case studies, a panel of industry experts will provide a deep dive into understanding and building the value of your business and realizing this value whenever you are ready to transition ownership — whether internally or to an outside buyer. 

You will leave with a deeper understanding and three of the most important to-dos when you return to work — as well as access to tool(s) to start focusing on your business as an investment.

Included in this jam-packed, full day, you will:

  • Receive a custom analysis of your business rating it in 8 unique areas that drive business value. Attendees will learn how these drivers can be used to increase business value and will walk away with action plans to address specific areas within your business. Participants will need to complete a 10-15 minute survey in advance of the workshop.
  • Take a deep dive into a case study showing how focusing on certain drivers increases the value of a business.
  • Access the opportunity to run your business through Capital Valuation's BTA+V software to get a realistic estimate of business value. This tool is free to workshop attendees – a $2500 value! Participants will be granted access to the software application at the conclusion of the workshop.
  • A sample transaction case study that highlights different Letters of Intents and deal structures.

    This workshop is limited to only 30 SI owners and their key stakeholders, so be sure to register early so you don’t miss out. The cost of the workshop is between $800 and $1,000, depending on when you register, and includes breakfast and lunch, as well as two breaks.  Non-members are welcome and encouraged to register.

    More About What to Expect

    Building Value:    

    • The importance of knowing and tracking the value of your business…regardless of your sale horizon
    • Identifying the key drivers of business value in this industry and how to incorporate this into your company’s strategic planning process
    • Understanding why value varies between different buyers and how to steer your business to the right “fit” for you
    • Interrelation of personal financial planning with business value creation   

     Realizing Value:

    • State of the automation mergers and acquisitions market today 
    • The impact of deal structure on value   
    • Panel of experts: Hear insights from former sellers, experienced buyers and transaction advisors 
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    About the Presenters

    Clint Bundy is a managing director with Bundy Group, an investment bank that specializes in representing business owners and management teams in business sales, capital raises and acquisitions. Clint has over 12 years of experience in the automation and cybersecurity sectors, and he has advised numerous companies and has a long track record of closed transactions in those industries.

    Cathy Durham is a principal of Capital Valuation Group, a firm that has specialized in valuing businesses for more than 45 years. She has worked with business owners, especially those in the systems integration space, over her 30-year career to determine the value of an ownership interest in a business, identify ways to increase value, prepare for transitioning out of ownership, resolve owner disputes (family and non-family) and define valuation provisions of buy/sell agreements that are unambiguous. Cathy has an MBA as well as the Accredited Senior Analyst designation from the American Society of Appraisers. She has testified in state and federal courts and writes and teaches nationally on topics relating to business.
    Bryan Powrozek is the leader of Clayton & McKervey’s industrial automation group. He joined Clayton & McKervey after a dozen years working as a mechanical engineer for an automotive supplier. As a CPA, he has had the opportunity to use his background in systems and processes on a regular basis to help growth-driven manufacturing and system integration companies grow the value of their businesses.







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    Agenda

    Start

    End

    Duration

    Tuesday, May 16, 2023

    7:00

    8:00

    1:00

    Registration (Main conference registration desk)

    7:30

    8:30

    1:00

     

    Breakfast

    8:30

    8:45

    0:15

    Welcome and Workshop Overview

    8:45

    9:30

    0:45

    Business Valuation 101

    9:30

    10:15

    0:45

    Identifying the Drivers of Business Value

    10:15

    10:30

    0:15

     

    Break

    10:30

    11:15

    0:45

    Using Value Drivers to Guide Strategic Planning

    11:15

    12:00

    0:45

    Case Study

    12:00

    13:30

    1:30

     

    Lunch

    13:30

    14:15

    0:45

    State of the M&A Market

    14:15

    15:00

    0:45

    Impact of Deal Structure on Valuation

    15:00

    15:30

    0:30

     

    Break

    15:30

    16:30

    1:00

    Panel Discussion: Lessons Learned from Transactions

    16:30

    17:00

    0:30

    Q&A / Discussion

     

     

     

     

     



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