Speaking Resource / Professional Education

Request a speaker on a business valuation, exit planning or M&A topic for your next meeting or conference.

Professional Speaker for Your Next Event

Exit Strategies’ senior advisors love to educate and enlighten California audiences on business valuation, mergers and acquisitions, and unlocking value in closely-held companies. Audiences include groups of business owners, attorneys, CPA’s, wealth managers and other professionals. Our style is fast-paced, practical and straightforward, with lots of poignant stories and fun anecdotes from our 20+ years of deal making.

Topics Include:

  1. Avoiding Landmines in Buy-Sell Agreements: A Valuation Expert’s Perspective (for Attorneys)
  2. How to Help Business Owner Clients Achieve Stronger Exits: an M&A Advisor’s Perspective (for CPA’s)
  3. Maximizing Business Value in an M&A Sale Process
  4. Business Valuation for M&A of Lower Middle Market Companies
  5. Succession Planning for [your industry] Company Owners
  6. How to Prepare Your Company for Sale
  7. Growing Your Company Through Strategic Acquisitions
  8. Nuts & Bolts of Business Valuation for Attorneys
  9. Ten Things Attorneys Need to Know About Business Valuation
  10. Valuation of Business Interests for Estate & Gift Tax Purposes

Let’s Talk

If your organization is looking for an interesting and insightful presentation for an upcoming meeting, webinar or industry event, please contact Al Statz.  We can tailor a presentation for your group’s specific interest.  Ask about MCLE or CPE credit for attorneys and CPA’s.