How to Plan a Successful Exit Strategy…

December 06, 2017
8:00am - 11:00am
2905 Southampton Road
Philadelphia, PA 19154 (map)
Reserve Your Seat Add to Calendar 06-12-2017 8:00am 06-12-2017 11:00am 15 How to Plan a Successful Exit Strategy… How to Plan a Successful Exit Strategy… DVIRC, 2905 Southampton Road
Philadelphia, PA 19154

…and Maximize the Value of Your Business!

Transitioning your business is one of the most important decisions you will ever make, and the many available exit options can often be overwhelming. Unfortunately, most leaders don’t plan for an exit strategy—and pay a steep price for their procrastination.

Join DVIRC and a panel of business leaders who will share their experiences of how they successfully transitioned their businesses through different ways, such as an employee stock ownership plan (ESOP), private equity buyout, management buyout, private sale, and others.

You will learn:

  • why you need an exit strategy
  • the different exit options available
  • pros and cons of each option
  • the optimal solution for your business

Plus, learn essential steps to maximize the value of your enterprise and prepare for a transition of any kind.

Panelist Presentations:

Ken Baker, CEO, NewAge Industries, will discuss how he transitioned his family-owned business using an ESOP. He will highlight the benefits of using and ESOP, as well as little-known federal laws that make ESOPs attractive to both employers and employees.


Austin Fay, President, Jet Pulverizer, will share how his family-owned business was sold to a strategic buyer through a private sale. He will discuss the sale process from the seller’s point of view, what it was like to stay with the business after the sale, and how he managed the post-sale change.


Alix A. James, CEO, Nielsen-Kellerman, will address how her business was sold to a private equity firm and management team. She will share how she originally joined the company as an employee, and stayed on to run it as an equity owner when it was sold two separate times to private equity funds.


Harold Floyd, Business Solution Advisor, DVIRC, will discuss ways to optimize the value of your business before entering into any transition. He will address succession planning as well as ways to avoid obstacles that can turn succession into a source of organizational turmoil, performance decline, or family upheaval.


David Bernstein, Principal, RLS Associates, will provide an overview of the Mergers & Acquisitions (M&A) market, various types of buyers and transactions, how to approach each option, and how to optimize your exit.



Cost includes a copy of Bo Burlingham’s book, Finish Big: How Great Entrepreneurs Exit Their Companies on Top.






Do You Know What Your Business is Worth?

Succession Planning: 25 Things That Can Go Wrong