Owner Exit Planning Executive Briefing

Preparing to transition during periods of downturn and recovery

 
Seminar Information

Is Your Company Prepared For Your Exit?

You are invited to attend an Executive briefing and panel discussion that will address how changes in the market are affecting capital and funding sources, key areas you can focus on to improve your company's value, and maximizing your value during the transaction process. You will learn:

  • How to improve the value drivers for your business.
  • The secrets behind the value detractors and how to improve these areas of your business before it's too late.
  • Transition preparedness, a financial perspective -- One big mistake to avoid, and three critical steps to positoin you and your company for a successful transition.

Start preparing your company today, so you are ready with a premium product when it is time to go to market.  Over the next 12 months many companies will be going to market with their company and only those that are prepared will get top dollar and sell faster!

This event is for business owners and their senior leadership teams. As an added benefit, each participant will receive a free copy of the book Owner Exit Planning: Leave on your own terms, by Larry Turner.

View the program flyer


Speakers and panel members for the event include:

Steven Bush, Attorney
Bush law, P.C.
Steve is a lawyer who emphasizes business startups, corporate law, commercial transactions, franchises, real estate, and estate planning.  He graduated from the University of Denver College of Law and finished his undergraduate career by graduating with magna cum laude honors.  He has practiced law for more than 25 years in a variety of settings, including government, private practice, and corporate positions.


Robert Hedges, Owner
The Robert Hedges Company

Bob is the Managing Broker of The Robert hedges Company, which he founded in 1995.  He is past member of the Board of Directors of the Colorado Association of Business Intermediaries as well as serving on various other Boards.  The Robert Hedges Company has a successful and proven track history of helping clients buy, and sell businesses in a variety of market sectors.


Ann Marie Martin
Optimal Systems, Inc.

Ann Martin provides services to help companies become more efficient and streamlined.  She has helped many business owners that are preparing to sell their business by developing procedure manuals and clear financial statements.  Her focus is developing procedures that turn an intangible asset into a tangible asset.


Larry Turner, CEO
Roundhouse Advisors, Inc.
Larry Turner is CEO of Roundhouse Advisors, Inc. and has over 25 years experience growing, starting up, repositioning and revitalizing organizations.  He has over 20 years experience in mergers and acquisitions on both the buy-side and sell-side of transactions.  Roundhouse Advisors is a consulting and coaching practice focused on helping businesses increase enterprise value by managing pain, growh and owner exits.  Larry is a consultant, public speaker, and author of Owner Exit Planning: Leave on your own terms.

Steven L. White Jr., Financial Specialist
Wealth Strategies Group
Since entering the financial services industry in 1996, Steven L. White Jr. has been committed to providing the highest quality service, dedication and expertise based on thorough research and 20 years of his business and life experiences. Stevens’s success comes from his experience as a former Fortune 500 manager, President of Tiger Bay Financial, Inc., and relationships with local business owners and executives. Stevens’s credentials include a Series 6 Investment Company registration and a Series 65 Investment Advisor Representative registration in the state of Colorado. Steven maintains a Life, Long Term Disability and Long Term Care insurance license in the state of Colorado, California, Texas and Missouri.

 

Program Information

Date: Friday, December 11, 2009
Cost:  $25.00 per person includes lunch
Time: Registration starts at 10:30. Program runs 11:00 to 1:00
Place: Wealth Strategies Group ,  6455 S. Yosemite Street, Suite 300, Greenwood Village, CO  80111

Registration Information

Space is limited and preregisration is required. Registration closes on Friday, December 4, 2009. For event information contact:

 



Roundhouse Advisors
Colorado Springs, CO 80921
Phone: 719.481.2812
Fax: 801.751.7867

info@roundhouseadvisors.com

 

 

 



Program Sponsors:

             

 

Optimal Systems, Inc.                The Robert Hedges Company