How CFO’s can prepare their owners’ for successful exit

Feb
09
When: 
Feb 09, 2021
10:00 am to 11:00 am

Selling a business starts a lot sooner than a few months before the transaction closes. If you want to drive the ideal outcome for key stakeholders, preparation should start years in advance. In this presentation, hear from M&A experts, wealth planners, and a CEO who’s company recently sold on the actions you can be taking today so that when the business you work for sells, the personal and corporate objectives of all key stakeholders are achieved. 

In the session you will learn how to:

- Explore opportunities to streamline the sales process and achieve shareholder objectives
- Delve into strategies to position the business for sale to certain buyers
- Discuss estate planning strategies for owners to drive tax efficient outcomes

Moderator:

Jennifer Johnson
Vice President in the Corporate Advisory practice
BMO Harris Bank

Jennifer specializes in providing corporate finance advisory services to privately held businesses and family offices on a variety of topics, including mergers & acquisitions, ESOPs, and complex financing structures, among other corporate finance topics. She has over 8 years of experience in financial services and commercial banking.

Panelists:

Malia Haskins
Director, Private Wealth Advisor
BMO Private Bank

Malia serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Malia closely works with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Then, she identifies and engages a Client Strategy Team to create a unique and constantly evolving financial plan and strategy to help meet these goals. She joined the organization in 2020 and has over 23 years of experience in the financial services industry.

Mathew Marcussen​
Vice President​, Mergers & Acquisitions
BMO Capital Markets Corp.​

Mat is a Vice President on the Mergers & Acquisitions team at BMO Capital Markets. Prior to joining BMO Capital Markets, Mat served as a Senior Associate in BMO Harris Bank’s Financial Advisory Services group, providing corporate finance advisory services to privately held middle market companies, family offices, and ESOPs. 

Jim Glomstad
CEO
Sportech, Inc.

Jim joined Sportech as Director of Sales in 2010 and later as CEO led them through its sale to Monomoy Capital Partners in 2019 (Sportech previously owned by founder, Chris Carlson). Prior to joining Sportech, Jim spent 20+ years in senior marketing roles in the manufacturing industry.  Jim has a Master of Business Administration in Marketing and Management from the University of Minnesota Carlson School of Managemen and a Bachelor of Science degree in Electrical and Electronics Engineering from North Dakota State University.

 

CPE Credits: 1.0

Tuesday, February 9, 2021 - 10:00
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