Agenda — Networking, Expert Panel, Small-group Breakout, Panel Summation

There are so many terms, philosophies and methods regarding business valuations that many owners tend to ignore or delay addressing their company’s valuation until they want to sell, which is often too late. During this event, we’ll help business owners understand how companies are valued so they can begin to see – and run – their business like a financial asset.

An expert panel will unpack the difference between the intrinsic financial value compared to the strategic transaction value. By understanding these concepts, you can shift your mindset to focusing on growing long-term value. A group breakout session will follow the presentation.

Joe Raymond

Wednesday, June 8, 2022 — 5:30 p.m. to 7:30 p.m. EDT

Jeff Wright
Jeff Wright brings more than 35 years of entrepreneurial management experience to his work advising company owners as an investment banker. He has business experience as a company owner, strategist and leader. Wright joined Corporate Finance Associates (CFA) in 2011 and works with owners of private companies with annual revenue of $10 million to $100 million, to execute high value exits through a tightly managed, competitive process.
Pat Hobby
Pat began his career at EY before launching his own outsourced CFO services company where he advised over 15 companies. One of his clients continued to grow, so he joined the company full time for over 20 years. While there, he helped accelerate growth, lead acquisitions, and eventually sold it to the employees via an ESOP. Two and a half years later, he led the sale of the company to a PE firm – with tremendous benefit to the employees.
Dave Hoeffel
Dave Hoeffel is a founder, a father and a family business man. Dave is presently doing business development for the Polytek Development Corporation, after having sold the business he founded out of the literal ashes of the old family business to them on New Year’s Eve 2020. His over 30 years of business operating experience and subsequent sale of his company, Endurance Technologies, taught him about distribution, transition, rebuilding, and crisis management.
Invitation Only

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