EPI OC 2022 – September 8 – Collaboration at its Best Part 2: Case Study Displaying Business Exit Prep and Transition

This session will explore how a value acceleration firm and an investment banking firm worked together to help Kindred Bravely sale to TPZ Group.  David and Channing will share how they helped the wife and husband team identify issues, de-risk, increase value, explore sale-ability factors, understand transition options and sale-ability factors, make a choice, and then facilitate the transaction.

Learning Objectives:

  • How a value acceleration firm and investment banking firm can work together
  • Options for businesses to de-risk and accelerate value
  • Pros and cons of transition options
  • Details of a successful Private Equity Transaction

(Purchase of this product will include a link to an inspirational video and a pdf copy of the presentation.)

Presented by Channing Hamlet and David Horwich

This product can only be viewed by members.