20190509 M&A Panel: Maximizing Business Value and Preparing for the Future

Description

M&A Panel: Maximizing Business Value and Preparing for the Future

Owners of privately held businesses need to think about preparing their business for sale, even if a sale isn't being contemplated in the short term. This panel of merger and acquisitions professionals will discuss from their perspective;

• What drives the need for a merger and acquisition
• What does a business owner need to improve to maximize value
• What are common valuation methods How does a business owner know if they are ready for an exit
• These topics and more will be discussed

Moderated by Steven Pappas and Roy Johnson, Touchstone Advisors

Steven Pappas
Partner, Touchstone Advisors
Steve is a Partner at Touchstone Advisors, a Connecticut based lower middle market M&A firm. He is an experienced merger and acquisition professional with over 15 years as an M&A Advisor and over 20 years in business management and sales leadership.  Steve is the President of Exit Planning Exchange (XPX) Hartford CT Chapter, a community of trusted advisers to privately-held businesses and a member of Association for Corporate Growth (AGC), a global association of professionals involved in mergers and acquisitions. 




Roy Johnson
M&A Advisor and certified business exit consultant, Touchstone Advisors
Roy has over forty years of business experience encompassing corporate financial management, business consulting, entrepreneurship, education, investment bankingand mergers/acquisitions. His major corporate accomplishments include implementing company-wide capital appropriation and financial planning systems, along with shareholder value-based performance measurements, acquisition and internal investment valuations, and debt/equity financings, at Pitney Bowes. Most recently, he has been involved in investment banking and financial advisory work, leading clients through the process of raising capital and buying/selling businesses. He has also been engaged in business analysis and valuations. 


Panelists:
Jeff Swiggett CBI, M&AMI
VR Business Sales
Jeff Swiggett has over thirty years of business experience involved with positions in engineering, manufacturing, marketing, business start-up and acquisition, including owning and operating an import/export firm and a manufacturing company. Jeff brings a wealth of practical experience when advising clients on selling or buying a business and brings a level of professionalism to the process that makes him and the VR office one of the best recognized and most admired business intermediaries in Connecticut.

Ramsey Goodrich
Partner, Carter Morse
Ramsey W. Goodrich is a Managing Partner at Carter Morse & Goodrich and brings more than 25 years of experience advising entrepreneurs, business owners and corporate executives of privately held middle-market companies on strategies to maximize shareholder value through M&A and capital transactions. Over the course of his career, Mr. Goodrich has advised on nearly 100 transactions totaling more than $3.5 billion in value.

Sponsorship provided by