FOCUS Investment Banking Announces Event to Help Business Owners and CEOs Plan for Successful Exit

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“Prepping the Princess for the Party: Is Your Business Ready to Sell?” slated for October in Atlanta

By tapping into experts in investment banking, accounting, branding and wealth management, we aim to help these executives understand the steps—and especially the planning time required—to successfully position a company for a sale.

Aware that many technology and other business entrepreneurs need an exit plan for their businesses, FOCUS Investment Banking has teamed up with Trusted Counsel, Wilmington Trust, Bennett Thrasher and Carabiner Communications to host “Prepping the Princess for the Party: Is Your Business Ready to Sell?” The event will take place on Wednesday, October 12, at 6 p.m. at The Buckhead Club in Atlanta. C-level executives and business owners interested in attending should visit http://www.preppingtheprincess.com to request an invitation.

According to a 2014 study by Securian Financial Group, more than six in 10 small business owners looking to cash out in the next decade don't have an exit plan—and aren't working on one, either. Similarly, the 2015 U.S. Trust Report indicated that only 40 percent of business owners have a succession plan.

“Based on the popularity of our Prepping the Princess podcasts, we know business owners and their executive management team members are very interested in learning how to make their business attractive to a buyer,” said Managing Partner Evelyn Ashley, Trusted Counsel. “By tapping into experts in investment banking, accounting, branding and wealth management, we aim to help these executives understand the steps—and especially the planning time required—to successfully position a company for a sale.”

Managing Partner of FOCUS Investment Banking, George Shea, stated that prospective sellers need to be “Sales-Ready,” and there are key steps that executives need to take before putting their business up for sale; these steps will all be fully covered at the event.

Attendees can expect to learn:

  • What steps can be taken inside the business to make it more attractive;
  • How to know when your business is ready for the transaction dance;
  • What management and owners should consider when planning an exit; and
  • How to get multiple offers from different buyers, and leverage those offers against each other.

Panelists will include Manan Shah, managing partner at FOCUS Investment Banking; John Monahon, partner, Trusted Counsel; Donna Barwick, vice president and senior fiduciary officer, Wilmington Trust; Raygan Evans, tax partner, Bennett Thrasher; and Peter Baron, founder and principal, Carabiner Communications. Evelyn Ashley and George Shea are slated to moderate the panel.

There is no charge for the event, which will take place on October 12 at 6 p.m. at The Buckhead Club at 3344 Peachtree Road, Suite 2600 in Atlanta. C-level executives and business owners interested in attending should visit http://www.preppingtheprincess.com to request an invitation.

About FOCUS Investment Banking
FOCUS Investment Banking LLC provides middle market investment banking services to entrepreneurs, corporate owners, and investors across a broad range of industries both domestically and worldwide. With offices in major cities across the US, FOCUS specializes in providing mergers, acquisitions, divestitures, and corporate finance services to business units with transactions or revenues in the $5-300 million range. The Information Technology Services Group at FOCUS has advised hundreds of leading software and information technology services businesses. Securities transactions conducted by FOCUS Securities LLC, an affiliated company, registered Broker Dealer member FINRA/SIPC. For more information, visit http://www.focusbankers.com/technology.

About Trusted Counsel

Trusted Counsel provides seasoned, practical and confidential legal services for businesses. We are a corporate and intellectual property law firm dedicated to serving the unique needs of companies, investors and legal departments. Our focus is to guide and empower our clients with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. For more information, visit http://trusted-counsel.com. The firm also hosts a bi-weekly podcast, In Process, which addresses the concerns that business owners face in the 21st century.

About Wilmington Trust

With roots dating back to the founding of Wilmington Trust Company by T. Coleman duPont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Offering a high caliber of service, Wilmington Trust is internationally recognized and has a team of professionals that bring a unique blend of knowledge, experience, and resources to every client relationship that we serve.

About Bennett Thrasher

For 35 years, Bennett Thrasher's tax, accounting and consulting professionals have been collaborating to create value for our clients. Today we are the 8th largest accounting firm in Atlanta, the 91st largest in the United States and one of the fastest growing CPA firms in the country. But no matter how much we grow, we remain committed to our core values of integrity, family and clients. We are there for our clients, no matter where in the world their business and financial interests take them. Through our affiliation with DFK International, a worldwide association of independent accounting and consulting firms, we serve our clients throughout the United States and in more than 90 countries around the world.

About Carabiner Communications

Carabiner Communications helps B2B technology and service companies grow and thrive. Our team is comprised of marketing and PR veterans who have had hands-on involvement with technology companies, beginning with the formative years of the PC industry, all the way to today’s rapidly-evolving biotechnology and Internet-driven, wireless and mobile device markets. Our life sciences division incorporates technologies and services from environmental health and biotechnology to medical devices and diagnostics. For more information, visit http://www.carabinercomms.com or find us on Twitter @CarabinerComms.

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Kathy Berardi
@CarabinerComms
since: 08/2012
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