Exit Strategy: Practical Ways toMaximize Value while Preparing to ExitBob Cohen, CPC & Brian Kennedy, CPCDallas, Texas Jun...
Overviewo Benefits of Having a Plano Starting to Prepare your Plano Current Status: where are you now?o Transferring Leade...
Benefits of Having a Plan Determining Needs Maximizing Owner’s Equity Developing a Roadmap to Success3
Starting to Prepare your PlanSetting ObjectivesS.M.A.R.T. Criteria Specific, Measureable, Attainable, Relevant, TimelyA v...
Current StatusWhere are you now? Who When Why How5
Transferring Leadership Roles Succession planning Preparing second-tier management team Distributing Accountability/Res...
Methods of Exiting Selling to Employees Selling to Staffing Firms Liquidating and walking away7
Increasing your Value and Options Business Mix Types of Staffing Services Expanding your Staffing Services Operational...
Financial and Legal RecordsCleaning up financial statements/recordsandClosing all open legal actions9
About UsBob Cohen, Sam Sacco and Brian Kennedy operateR.A. Cohen Consulting. Since 1991 we have successfullycompleted more...
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Selling Your Firm Now or Someday: What you need to Know Now to Get Ready - Bob cohen

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Two of the best known and most successful advisors and brokers on mergers and acquisitions in the staffing and search business will share their knowledge of what buyers are looking for and what you need to do now to maximize the value in your company. You’ll learn about recent sales and trends, today’s market and where it’s heading. Even if you aren’t anywhere near ready to sell or retire, don’t miss this session – you’ll get tips and advice on planning for succession and your exit strategy. We’re leaving plenty of time for Q&A so bring your questions.

Panelists:
Bob Cohen, B.A., CPC, has been in the recruiting and staffing industry for over 40 years—the first 21 years as an owner/ operator and the last 22 as a mergers and acquisition advisor and business consultant.

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  • 50% to 90%of wealth tied up in company Ready your staff to take on a leadership role
  • WHO: Stakeholders, Owners, Employees, Management, Clients, Suppliers, BuyersWHEN: Business Cycle, WHY: HOW: Third-party Consultant, Method of Exiting (next slide)
  • Selling to Employees (management and employee buyouts)
  • - Types of staffing services- Percentage of your business (Direct-Hire/Permanent [Contingent], Retained, Temp/Contract- Expanding your Staffing Services (Geographical and Categories/Sectors)-Operational Efficiency (Streamline expenses, raise margins [clean-out low margin clients and marginal performers])
  • - Cleaning up statements/records (Income Statements, Balance sheet)Closing all open legal actions (pending settlements and lawsuits)Operational efficiency (getting rid of low margin performers)
  • Selling Your Firm Now or Someday: What you need to Know Now to Get Ready - Bob cohen

    1. 1. Exit Strategy: Practical Ways toMaximize Value while Preparing to ExitBob Cohen, CPC & Brian Kennedy, CPCDallas, Texas June 6-7, 2013www.racohenconsulting.com
    2. 2. Overviewo Benefits of Having a Plano Starting to Prepare your Plano Current Status: where are you now?o Transferring Leadership Roleso Methods of Exitingo Increasing your Value and Optionso Financial and Legal1
    3. 3. Benefits of Having a Plan Determining Needs Maximizing Owner’s Equity Developing a Roadmap to Success3
    4. 4. Starting to Prepare your PlanSetting ObjectivesS.M.A.R.T. Criteria Specific, Measureable, Attainable, Relevant, TimelyA vision for the end-point of what the companyshould look like when you are ready to sell4
    5. 5. Current StatusWhere are you now? Who When Why How5
    6. 6. Transferring Leadership Roles Succession planning Preparing second-tier management team Distributing Accountability/Responsibilities Setting Benchmarks and Measurements Handing over ownership6
    7. 7. Methods of Exiting Selling to Employees Selling to Staffing Firms Liquidating and walking away7
    8. 8. Increasing your Value and Options Business Mix Types of Staffing Services Expanding your Staffing Services Operational Efficiency8
    9. 9. Financial and Legal RecordsCleaning up financial statements/recordsandClosing all open legal actions9
    10. 10. About UsBob Cohen, Sam Sacco and Brian Kennedy operateR.A. Cohen Consulting. Since 1991 we have successfullycompleted more than 140 staffing industry transactions.Bob: 416.229.6462bob@racohenconsulting.comSam: 910.509.0691sam@racohenconsulting.comBrian: 416.985.7522brian@racohenconsulting.com10

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