M&A BASICS + EXIT PLANNING 

MAY 16TH | 3:00 PM – 5:30 PM
RIVERSIDE GOLF CLUB | 2820 RIVERSIDE DRIVE | GRAND ISLAND, NE 68801
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3:00 - 3:15 PM | REGISTRATION

3:15 - 3:45 PM |
EXIT PLANNING FOR BABY BOOMER BUSINESS OWNERS

Business owners are good at dealing with everyday decisions, but they often forget that a main reason they are in business is to be rewarded for building a valuable business. The issue many are facing these days is less than 10% of business owners have a formal exit strategy in place. Led by Bill Kenedy of Lutz M&A, this presentation will cover the questions business owners should be asking themselves and steps to helps make the decision process easier.

3:45 - 4:00 PM | BREAK

4:00 - 4:30 PM | M&A BASICS AND REGIONAL MARKET UPDATE

What does EBITDA mean and how does it impact my Company’s value? What are common EBITDA adjustments? What is Lutz observing in the lower-middle market? Join us for a presentation led by Dani Berzoi and Bob Loewens with insights from recent sales transactions and an overview of the regional lower-middle market.

4:30 - 5:30 PM | NETWORKING + HAPPY HOUR


Who should attend?
Business Owners, CEO's, CFO's, and Professional Advisors

Sorry, I can't make it.