M&A BASICS + EXIT PLANNING 

MAY 24TH | 3:00 PM – 5:30 PM
LOCHLAND COUNTRY CLUB | 601 W LOCHLAND RD | HASTINGS, NE 68901
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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 Scott Carrico and Ryan McGregor, 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.