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| Helping Clients Build Better Businesses: Value Creation Strategies in Advance of a Business Exit(2069Q) |
Course CPE: 1 hour
Field(s) of Study: Finance–1 hr
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25BV0512HCB
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: May 12, 2025
Presenter: Kipp A. Krukowski
Program Description:
The business exit process is complex and filled with uncertain outcomes. Even with a planned strategy, circumstances affecting business owners such as life situations (like retirement, health, family, time commitments, relocation, or burnout), strategic opportunities (like harvest, divestiture, growth, or turnaround situations), and other owner interests (both business or non-business related) outside of the company frequently arise while macroeconomic issues may interject, potentially altering exit outcomes. As a result, only a small percentage of businesses eventually sell. Of the companies that do sell, business owners may not be maximizing the proceeds they receive. Often, the root cause is a lack of advance planning and preparation.
However, a common question about planning and preparation that arises from business owners and advisors is, “Where should we begin?”
To answer this question, this presentation provides a roadmap to uncovering opportunities for value creation in advance of selling a business.
All companies have a business model that explains how they create, capture, and deliver value. Using a tool that is widely used in strategic planning (the business model canvas), this presentation provides an overview of the power of the business model canvas for reflecting on the current state of a business as well as envisioning the future.
Building on the business model canvas, this presentation will dive into content recently published in a series of five articles found in NACVA's The Value Examiner, which provide insightful information to business owners and advisors regarding business value creation. These articles report on insights obtained from a detailed qualitative study involving 50 seasoned certified business intermediaries and exit advisors with median advisory experience of 15 years working with small business owners in the transition of their companies. Open-ended questions were asked to these experienced advisors to capture their unique value creation suggestions used over the years with their clients, covering all areas of the business model. The insights serve as a resource for business owners and advisors to build value and better position a company for an eventual exit. Similar to staging a house for sale, the more presentable the business when it hits the market, the better chance of receiving interest and obtaining maximum value. And, for owners in attractive industries, one never knows when a potential acquirer may come knocking. Being ready is key.
Attendees will leave this presentation with an understanding of how to use the business model canvas to find value creation opportunities within the company, and an extensive list of value creation ideas to explore with business owner clients. In addition, attendees will view results of published research showing how perceived risk can affect acquisitions and deal terms.
Takeaways:
Attendees will leave this presentation with an understanding of the five core deficiencies in businesses leading to failed M&A transactions. In addition, attendees will learn the nine components of a business model and how to use the business model canvas with their business owner clients to map current and future operations. Attendees will also receive an extensive list of value creation ideas to explore with business owner clients. Finally, attendees will view results of published research showing how perceived risk can affect acquisitions and deal terms.
After completing this course, you will be able to:
- Identify the five core deficiencies in businesses leading to failed M&A transactions
- Regognize the basics of a business model
- Identify the nine components of the business model canvas
- Determine how the business model canvas can be used to map both current and future states
- Identify value creation strategies suggested by experienced M&A professionals
- Recognize how perceived risk can affect acquisitions and deal terms
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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