M&A Growth Options: Ready to Buy/Sell a Business: Now What?

Buying or selling a business is difficult. The process can be complicated, stressful, and time consuming. With economic uncertainty and volatile market conditions, it can be hard for you to do it alone. Readying your company for sale before you plan to transact and understanding how a strategy of acquisitions can add value are key to the success of companies selling and buying. Having a professional team that is dedicated to helping you achieve your business goals is critical.

Join VonLehman CPA & Advisory Firm, First Financial Bank, and Thompson Hine on Tuesday, September 27th for the first meeting of an exciting Growth Options (GO) M&A Series. This first event will kick off a total of four events and help your buying or selling efforts get primed for takeoff.

You will hear from a panel of experts who will discuss the importance of assembling an experienced deal team, constructing detailed financial models, setting clear valuation expectations, and conducting a thorough review of the company to better understand its value proposition. Additionally, Bob Faxon, President of Faxon Machining, will discuss the business side of the transaction and offer insight as to his experience surrounding M&A. With previous buy-side and sell-side clients speaking at the event, you will gain first-hand insight into the processes of both buying and selling.

Agenda:

• 3:00 – Registration/networking
• 3:30 – Panel discussion moderated by Brad Westendorf – VP of M&A, VonLehman
  • Bob Faxon – President, Faxon Machining
  • Ely Friedman – Director of M&A, VonLehman
  • Emma Off – Partner, M&A Specialist, Thompson Hine
  • Brooke Balcom – Head of Leveraged Finance, First Financial Bank
• 4:30 – Happy Hour