Exit Strategies Insights

Industry insights, knowledge base and announcements for business owners and professional advisors


Exit Strategies: a Speaking Resource

Professional Speaker for Your Next Meeting, Conference or Webinar Exit Strategies’ professional advisors regularly present insightful and timely information on business valuation, succession planning, and mergers and acquisitions to business owners and their advisors, including attorneys, CPA’s and wealth managers. For example, Jim Leonhard was invited to give a presentation on July 8th to the California Society of CPA’s – Management of an Accounting Practice (MAP) entitled, “Avoiding Landmines in Buy-Sell Agreements: A Business Valuation …

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Exit Strategies Sells ExpressPCB to Strategic Buyer

Exit Strategies recently sold California-based ExpressPCB, North America’s leading supplier of custom printed circuit boards for prototyping and low volume production.  Founded in 1998, ExpressPCB pioneered the market for quick-turn circuit boards using proprietary electronics design software and one-click ordering. For Sunstone Circuits, an Oregon-based printed circuit board fabricator, the acquisition is synergistic and accretive. Deal terms are confidential. Exit Strategies advised ExpressPCB’s owners through the entire M&A process, including valuation, offering memorandum preparation, identifying …

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February Seminars: Maximize the Value of Your Business

Now in its 9th year, Exit Strategies’ Maximizing the Value of Your Business seminar delivers essential and practical information to business owners who would like to sell for top dollar in the next 1-5 years.  It is not too early to plan the successful exit you deserve! In this fast-paced workshop, business owners learn … The elements of an effective exit strategy Types of buyers and what they value Business valuation nuts and bolts How …

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Sonoma County Backroad Challenge, May 16, 2015

The 2015 Sonoma County Backroad Challenge century ride will take place on May 16th in Petaluma, California. Cyclists of all levels enjoy spectacular Sonoma County scenery on one of three fully-supported rides (100 miles, 100 Km and 50 Km) ranging from leisurely to grueling. The acclaimed Backroad Fest takes place after the ride, with local cuisine, cold brews, live music, fun and fellowship until 6 pm. Registration is open:  www.backroadchallenge.com The Backroad Challenge is a fundraiser for the Petaluma Sunrise Rotary Foundation. All proceeds …

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Upcoming Event: Valuing a Business for Estate Purposes

Society of California Accountants North Bay Chapter Annual Estate & Trust Update At the Sheraton Sonoma County Click here for enrollment information.   My background as a business valuation expert, M&A advisor, corporate development executive and business owner allows me to bring a wealth of knowledge and first-hand experience to closely held and family business owners as they consider their exit options and plan successful ownership transfers. I enjoy educating business owners  on these topics, and sharing my expertise with accountants, attorneys, lenders …

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Networking for Introverts!

One exciting aspect of working in Mergers and Acquisitions is that we are always learning. I had a recent learning experience after a colleague invited me to a meeting of The Association for Corporate Growth (ACG), an organization that provides a networking forum for M&A advisors, corporate growth professionals, private equity, finance, legal and other professional service providers. Over the course of this particular meeting, I met and had interesting conversations with at least a …

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U.S. Manufacturing Purchasing Managers’ Index rises to highest level since April 2010

Today, just after a gorgeous Labor Day weekend here in Northern California, I thought I would share some encouraging news for U.S. manufacturers and everyone who serves or invests in them … The U.S. Manufacturing Purchasing Managers’ Index (PMI) — which is designed to signal changes in prevailing business conditions in the U.S. manufacturing sector — registered 58.0 in August, up sharply from 55.8 in July and the highest reading for over four years. All five components of the Manufacturing PMI had a …

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Why do real estate bubbles hurt more than other bubbles?

I came across an article in the First Tuesday Journal, posted by Jeffery Marino, May 30, 2014, that I thought would be worth sharing. The author quotes two thinkers on the economics of bubble-and-bust episodes; Atif Mian, Economics Professor at Princeton and Amir Sufi, Finance Professor at the University of Chicago. This blog title’s question is best illustrated by the comparison between the burst of the tech bubble of 2000 and the real estate bubble of …

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Exit Strategies Represents Mentzer Electronics in Acquisition by Innovative Circuits

Burlingame, California — Mentzer Electronics, Inc., a respected and long-established electronics manufacturing services (EMS) company located in the San Francisco Bay Area, has been acquired by Innovative Circuits. Exit Strategies Group, Inc. introduced the parties and served as exclusive financial advisor to the seller in the transaction. Terms of the transaction are confidential. Menzter Electronics was founded in the Bay Area in 1965 by Ed and Betty Mentzer. The Company’s electronics manufacturing services include surface mount …

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Upcoming Event on Valuation of Ag and Food Businesses

Al Statz of Exit Strategies Group will be a panelist for the American Society of Appraisers (ASA) Northern California workshop —Working with a Going Concern: Valuation Issues Related to Ag-Food Processing Facilities, on Saturday, May 31, 2014, in Fairfield, California. A Message From Al: My passion is helping baby boomer business owners exit right and retire well. My background as a valuation and M&A professional, business owner and corporate development executive allows me to bring a wealth of knowledge …

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