MORNING
From Start to Finish:
Resources for a Successful Exit
Experts across the M&A spectrum explain the steps and resources needed once a business owner decides to explore an exit. Fast-paced, on-target content from financial advisors, investment bankers, and CPAs, as well as those from legal, lending, private equity, and real estate, explains professional contributions needed to navigate a successful transaction process. The program is capped by a seller’s real-life experiences.
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CLICK HERE FOR PRESENTATION SLIDES
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AFTERNOON
Networking and Racing at Keeneland Race Course
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Plan for an enjoyable afternoon of camaraderie and networking and spectacular thoroughbred racing at Keeneland. As a BLUEMAP attendee, grandstand admission tickets are included in the day’s package taking place during the final week of the Spring Meet. You’ll be given instructions on where to gather at Keeneland. Post time is 1 p.m.
A National Historic Landmark, Keeneland attracts thousands of visitors to its well-manicured landscape for its thoroughbred racing, horse sales and scenic beauty. Keeneland is hosting 19 stakes races during the meet, with over $8 million in purses and the country’s top 3-year-olds.
Agenda
Financial Advisor – When a client says they are ready to exit
Seth B. Lawless, CRPC, CPFA, SVP, Merrill Lynch
Investment Banker – When to engage an I-bank and the value proposition
Patrick Powell, Managing Director & Principal, Corporate Finance Associates
CPA – Basics of valuations, tax planning, due diligence and QoE
Michael Dilly, CPA, ABV, Dean Dorton
Transaction Attorney – Why real M&A Experience is a requirement
Andrew R. Smith, Member, Steptoe & Johnson PLLC
Commercial Lender – What happens in loan review & approval process
Brad Noel, SVP, WesBanco Corporate & Commercial Banking
Real Estate - Value and Deal Structure within a M&A Transaction
Nathan Dilly, Senior Advisor, SVN | Stone Commercial Real Estate
Insurance - Reps and Warranties Insurance and its importance in M&A
Travis Anderkin, Sr. Producer, Houchens Insurance Group
Seller – An executive who has acquired, scaled and exited multiple businesses provides insights to the processes, pitfalls and advisor team needed to achieve a successful transaction
Todd Clark, CCIM, Managing Partner, KY Seed Capital
