Sheet Metal & Air Conditioning Contractors’ National Association

Events & Education


Planning Your Exit and Business Valuation Program

Planning Your Exit and Business Valuation Program Schedule

 

Sunday, September 8

5:00 – 6:00 p.m. Meet & Greet / Welcome Reception

Monday, September 9

7:30 – 8:00 a.m. Breakfast
8:00 – 9:00 a.m. Introduction and Workshop Goals 
9:00 – 10:15 a.m.Owner Readiness Process – personal financial plan and emotional preparedness
10:15 – 10:30 a.m. Break
10:30 – 12:00 p.m. Owner Readiness Process – personal financial plan and emotional preparedness (continued)
12:00 – 1:00 p.m. Lunch
1:00 – 2:15 p.m. Business Readiness Process – review, assess and evaluate sales, marketing, operations, financial and withdrawal liability
2:15 – 2:30 p.m. Break
2:30 – 4:00 p.m. Business Readiness Process – review, assess and evaluate sales, marketing, operations, financial and withdrawal liability
5:00 – 6:30 p.m. Reception and Panel Discussion with mentors
6:30 p.m. Group dinner with mentors

Tuesday, September 10

7:30 – 8:00 a.m. Breakfast
8:00 – 9:00 a.m. Review and discuss Monday’s sessions
9:00 – 10:15 a.m. Valuation and Market Readiness – financing, deal structure, and buyer types
10:15 – 10:30 a.m. Break
10:30 – 12:00 p.m. Valuation and Market Readiness – financing, deal structure, and buyer types (continued)
12:00 – 1:00 p.m. Lunch
1:00 – 2:00 p.m. Assessment process – timing of a plan and execution of an exit
2:00 p.m. Adjournment

2:30 – 5:30 p.m. Optional 30-minute one-on-one appointments with Mr. Ovrom and Mrs. Rutherford