An Evening Ride Into the Sunset: The C-Suite’s Guide to Optimizing Value Through Strategic Growth & Exit Planning

Partner Rich Zepfel participated as a panelist on “An Evening Ride Into the Sunset: The C-Suite’s Guide to Optimizing Value Through Strategic Growth & Exit Planning,” an event hosted by ADP, Payne & Fears LLP, and Corporate Finance Associates on February 7, 2018 at Crevier Classic Cars in Costa Mesa, CA. 

Merger, acquisition, divestiture and familial transfer transactions are on the rise. For closely held companies, a successful transaction can be a very happy result of a thoughtful and well-executed exit plan. Alternately, a well-conceived acquisition strategy may provide opportunities to increase market share, expand product offerings, break into new geographic markets or access innovative technologies.

On the other hand, preparing your company for acquisition growth or as a desirable target while you’re busy running it is a challenge, but the approaches and objectives are actually one and the same – build the greatest company you know how.

As an owner or C-Level executive in charge of operations, finance, human resources or legal, it is vital to know what must be done to position your company properly for an M&A transaction whether you ultimately pursue one or not. Simply put, the things that make for great transactions are the same things that make great companies.

Our panel of subject matter experts will interactively discuss the common best practices and pitfalls before, during and after a transaction, how to create a strategy to capitalize on opportunities within the deal, share practical real-life examples of what value creation looks like and answer questions from the audience.