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|2017-Oct-10||Middle Market Tech M&A - What Acquirers Want (and don’t want)||Before selling a middle market business, sellers should understand what buyers want and prepare their company as early and thoroughly as possible before engaging with potential buyers.
In this panel discussion our knowledgeable advisors will discuss what buyers want and don’t want and how to get ready for a transaction. Their experience can help to ensure that the process happens smoothly and efficiently.
|2017-Apr-26||Essentials of buying a tech company||In this webinar and panel discussion we’ll cover the essentials of buying a technology product or service company, whether you’re already in the industry or not. Join us to learn about what you should be asking yourself and your team, the basic steps in the process, key issues in valuing and buying a tech company, and some of the challenges and risks to look out for.|
|2017-Feb-28||Essentials of Selling Your Technology Business||Thinking about selling your business in the future? Join us for an introduction to selling a technology business and managing the proceeds, including a panel discussion from experienced M&A and financial advisors.|
|2016-Nov-03||Valuation Panel Discussion: Technology and Service Companies||An introduction to valuation drivers with a panel discussion from experienced advisors. Topics include:
* Valuation methods and approaches
* How risk affects valuation
* Key value drivers and factors
|2016-Sep-27||Exit Strategies for Technology and Service Company Owners||An introduction to strategic exit planning with an informative panel discussion from experienced advisors. Topics include:
* Goal setting
* Potential buyers
* Types of exit strategies
* How buyers will assess your company
* What you can do to enhance the value of your business
* Timeline for an exit strategy
|2016-Apr-28||Tax, Legal, and Working Capital Considerations in Selling Your Business||Selling a business poses some unique technical challenges. Most people focus on price and terms and overlook the tax, legal, and working capital issues until late in the deal process. These issues have tremendous consequences to everyone involved. For example, the seller can pocket less than half of the purchase price, after taxes, if they’re not careful, and a poorly structured transaction from a legal perspective can create serious problems. Also, working capital is an important part of many acquisitions and sellers risk leaving significant amounts of money on the table as a result of not understanding and addressing the topic early in the process.|
|2016-Feb-04||Maximizing the Value of Your Business for an Exit||Join us for a discussion of eight proven steps to increase your company value for an exit. We’ll discuss what drives value and what’s important to buyers and investors. Whether you are planning to sell your business, buy another business, or build your company for the long haul, you and your company can benefit from this practical information.|
|2015-Oct-29||Introduction to Exit Planning, Recapitalizations, and Management Buyouts||Many successful entrepreneurs plan their exit strategy from the early days of their business. In this webinar the advisors from Austin Dale Group will present the benefits of planning your exit and how to get started. Most owners find that these steps can help them build a more valuable business that is easier to own and operate. We’ll also discuss the related topics of management buyouts, recapitalizations, and the pros and cons of working with private equity.|
|2015-May-06||Accelerate Your Growth through Strategic Acquisitions||In this presentation we’ll discuss why growth through strategic acquisitions can complement your organic growth and drive up the value of your business. You may choose to target companies that offer synergy to your business in one or more of these areas: geographic coverage, technology (products and services), people (technical and managerial), or customers.
|2015-March-04||25 Tips to Prepare and Sell Your Tech Business||Join this fast-paced presentation that delivers tips for owners and senior executives that you can implement in your own company. With topics like setting your selling strategy, preparing yourself and your company for the sales process, and enhancing the value of your business, you will walk away with ideas and a to-do list that will ensure that the sale of your tech business is successful whether you are planning to sell in the next couple of years or you’re just starting to think about an exit strategy.|
|2015-Jan-14||By the Numbers: Managing and Enhancing the Value of an IT Solution Provider||Every owner and senior executive is trying to increase the value of their company. What if you had a tool that helped you manage your financial performance more efficiently to build greater value? Join us to learn more about setting and monitoring financial goals by line of business, spotting important financial trends, and managing some of the key indicators that drive company value. These tools and techniques will separate you from the competition and allow you to focus on building sustainable value in your business.
Guest speaker: Frank Coker, CEO of Corelytics
|2014-Dec-03||M&A Opportunities in the IT Market||The economy is recovering and merger and acquisition activity in the IT industry is strong because investors are excited about newer technologies like cloud computing, software-as-a-service, and managed services.
In the first part of the presentation we will discuss trends in the M&A market for IT companies. Then we’ll cover what makes IT companies attractive. After that we will talk briefly about the M&A process, highlighting the differences between buying and selling, and give some practical tips regarding exit strategies.
Whether you are looking to sell your company, buy an add-on, or spin-off a portion of your business, this presentation will help you understand the current M&A marketplace in the IT industry.
|2014-Nov-06||Planning Your Exit||Successful entrepreneurs plan their exit strategy from the early days of their business. In this webinar the advisors from Austin Dale Group will discuss the benefits of planning your exit and how to get started. Most owners find that these steps can help them build a more valuable business that is easier to own and operate. Our guest speaker, Chris Cheang from Post Capital Partners, will present an overview of private equity and how it can be beneficial for owners of mid-market companies to consider private equity in their exit planning.|
|2014-Oct-15||M&A Integration: Making the Tech Acquisition Successful||Have you heard that many M&A deals fail because of poor integration? So it’s not just about the price and terms of the deal – in order to realize value from your investment you need to integrate the acquired company into your current business. We'll explore integration principles and best practices, emphasizing the areas of strategy, systems, operations, and culture.|
|2014-Sep-24||Built to Sell: Non-Financial Factors for Tech Companies||In this brief webinar we will focus on some of the key non-financial ingredients in building a sellable technology business, such as making the business less dependent on the owner, and some ideas to help you get there.
It doesn’t matter if you intend to sell your business – though most entrepreneurs say they want to sell in the future. It’s about creating more value in what may be your most important investment.
|2014-Sep-17||Built to Sell: Financial Factors for Tech Companies||In this brief presentation we focus on some of the key financial ingredients in building a sellable technology business and identify some steps to get there.|
|2014-May-14||Due Diligence for Tech Company Mergers & Acquisitions||Technology M&A activity is hot. Therefore owners and executives should be aware of two trends: opportunities often arise when you don’t expect them, and few companies are prepared for the due diligence process. Being ready for due diligence can make the difference between a deal moving forward or failing.|
|2014-Apr-09||12 Value Drivers for Technology Companies||Are you building your technology company for the long haul -- or do you plan to sell it in the next few years? Either way, if you are only concerned with growing revenues, you may not be maximizing the value of your company. Value drivers are the factors that provide a competitive advantage, and ultimately make a business more valuable and attractive.|
|2014-Feb-12||Accelerate Business Growth through Acquisition||In this webinar we'll discuss why growth through strategic acquisitions can complement your organic growth and drive up the value of your business. We'll also cover the basic steps involved in buying another business and the problems that buyers may encounter and how to overcome them.|
|2014-Jan-15||Managerial Finance for Technology Solution Providers||If you think financial metrics aren’t fun, but running a profitable company is – you need to attend this webinar.
Many tech company owners have excellent technical, analytic, and customer service skills but may lack the experience in business finance they need. Consequently, when you understand the basics of business finance and have the ability to use that knowledge to manage your business strategies to set and accomplish business goals – you’re doing what 80% of your competitors are not doing.
In this webcast, our guest speaker, Gary Applegate from CenterPoint CFO, will cover cash flow and working capital in depth.
|2013-May-22||Building Predictable Revenue – The Role of Strategic Sales Leadership in IT Solution Providers||Partner organizations grow at different rates but they all hit “walls” at various stages of development, commonly at 2-10 employees, 10-15 employees, 20-25 employees, and 50+ employees. During this fast-paced session, Ken Thoreson, President of Acumen Management, will share his thoughts, tips, and techniques so that you can have a well-conceived plan that looks forward and eliminates the wasted time and lost profits most partners experience when they hit those "walls of defeat".|
|2013-Apr-24||Legal Issues in Buying and Selling Technology Companies||In this interactive webcast we will discuss the market drivers and trends in mergers and acquisitions (M&A) within the information technology industry (IT) today. What makes IT service companies attractive candidates for acquisition? What are the various legal issues that are typically encountered by buyers and sellers of technology companies?
We will explore the business implications that may arise during the deal process, including:
The structure of the transaction
Elements of an effective Letter of Intent (LOI)
Potential issues with representations and warranties
Employment, consulting, and non-compete agreements
Other deal-related issues that can become subjects of spirited negotiations between the parties
Bob Reetz, partner in the Business Planning and Tax Section of Haynes and Boone, LLP, and Bob Dale from the Austin Dale Group will discuss these key business implications, illustrating both risks and opportunities, and will offer helpful strategies for M&A event preparation. Whether you are looking to sell your company, buy an add-on, or spin-off a portion of your business, this presentation will provide you with a better understanding of the legal issues and market trends in M&A within the IT industry today.
|2012-Nov-14||Tips on Planning, Growing, and Managing Your Business||In this fast-paced webinar, presented by Jeff Hilton, the President of KnowledgeCircles, you will hear important ideas about business planning, leadership, and management. Is your goal for the next year or two about incremental growth or is this the time for more substantive business transformation? In either case you will want to attend this webinar and get ideas about planning and managing your business. Once you’ve set your plans, how do you make sure the entire organization understands and supports your goals? Does everyone understand their role in accomplishing those goals? We will cover some ideas which help get everyone on board, on message, focused and energized. Topics covered include: the differences between budget planning and market planning; the importance of getting the entire organization focused on goals; how to get everyone’s head in the game; how to think about your role as a leader and chief decision maker; and, how to learn from others’ experience.|
|2012-Feb-15||M&A Opportunities in the IT Services Market||The recent performance of the capital markets and other leading indicators point to an uncertain economy and a slow rebound in merger and acquisition activity for most small and medium-sized companies. However, M&A activity in the IT service sector is relatively strong because investors are excited about newer technologies like cloud computing, the SaaS model, and managed services.In the first part of the presentation we will discuss trends in the M&A market for IT companies. Then we’ll cover what makes IT service companies attractive. After that we will present the M&A process and highlight the differences between buying and selling. We’ll finish up with a brief discussion about exit strategies.Whether you are looking to sell your company, buy an add-on, or spin-off a portion of your practice, this presentation will help you understand the current M&A marketplace for IT firms.|
|Using a Financial Dashboard to Increase Performance and Value||Did you know that high performance companies are more attractive – and more valuable – to buyers? If you plan to sell your company someday or acquire other companies, it’s time to start optimizing your business. In this webinar we’ll discuss and demonstrate how a financial dashboard should be in every owner’s toolbox. This indispensable tool can give you a clearer view of your company’s past and projected performance. And it can quickly and easily show you the key metrics and ratios to set goals and monitor your business performance, compare your results to industry benchmarks, and make better decisions.|
|2011-Oct-26||Benchmarking IT Solution Providers to Increase Performance and Value||This no-nonsense presentation features IT industry expert Paul Dippell of Service Leadership Inc., publisher of the largest and deepest IT Solution Provider financial benchmark, the Service leadership Index®. Paul will share the results from the most recent quarter’s Service leadership Index®, including Best-in-Class performance for each of several distinct Solution Provider business models. He’ll explain why certain Solution Provider business models generate the most equity value, and the critical success factors of the best-in-class. Paul together with the Austin Dale team will then discuss the state of the M&A market for IT Solution Providers. Then the M&A professionals from Austin Dale Group will talk about exit strategies and how to realize the value that you have created.|