Transition Planning - How Do You Sell Your Company and What Is It Worth?
As Baby Boomer owners look to transition to retirement, many are wondering what they should be doing now to optimize the value of their company when they sell. Owners also look to review their options in a sale including selling to their management team or second generation, as well as, selling to a strategic buyer/competitor or financial buyer. This session helps owners review their options, as well as, provides a guide of what to put in place today for a transaction now or in the next five years. We'll cover the merits of each buyer type. The process and timeline to selling your company. Key things to do today to optimize your value in the next 1-2 years or 3-5 years. We'll also discuss growth through acquisition and outline the merits of acquiring other metal fabricators to expand your footprint and profits. Lastly, we'll review transaction legal and tax considerations.
Matthew Bradbury and Bobby Lewis, III - Business Acquisition & Merger Associates
Innovative Manufacturers: To Patent or Not to Patent?
In the metal processing world, patents issues can arise, and can be time sensitive. You can benefit by establishing internal practices which help you identify patentable systems and processes, as well as avoiding infringement of the patents of others. This highly interactive course will show how to deal with patent issues using industry related hypotheticals as teaching points. You will also learn how to establish clear ownership of your intellectual property.
Marshall Honeyman - Erise IP