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Oct 5, 2017
3:00 pm - 6:00 pm

AssuredPartners NL
5905 East Galbraith Road, #5000
Cincinnati, OH 45236

Please enter from E. Galbraith Rd. and turn into the parking garage at the traffic light. Visitors park on P3, which is labeled Visitor Parking, and enter the lobby on P3 to sign in. Once you are signed in, security will allow access to the elevator.

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Mergers & Acquisitions: Maximizing Value and Minimizing Risk

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Merger and acquisition transactions continue to grow in the region as business owners prepare to cash out while investor groups look for opportunity in Greater Cincinnati’s middle market. Whether on the buy or sell-side of a deal, due diligence and advance planning is imperative to minimizing risks and maximizing value. VonLehman’s Keith Carlson and Emir Hodzic will provide you with high-level knowledge needed to understand how buyers view a business prospect, including determining value drivers, performing financial due diligence, and understanding the tax structures utilized in private company deals.  

Additionally, Jonathan Legge, a broker with Assured Partners, will be discussing what is needed in order to complete an M&A deal, why you should insure the deal, and current trends and examples.

Learning Objectives:

  • When selling, how to maximize value. While when buying, minimizing risk.
  • Identifying value drivers and their importance
  • Understanding the tax structure of both buying and selling

3:00-3:30 - Networking
3:30-5:00 - Presentation
5:00-6:00 - Happy Hour at Pies & Pints