Banner

< Return to News Articles

Legal Breakfast Series: How I Sold My Company - A Case Study

Attorneys Peter Burger and Julie Morse will be joined by John Howe of Business Transition Strategies as the featured speakers during the latest Orr & Reno Legal Breakfast Series on Wednesday, June 14 at the Orr & Reno offices at 45 South Main Street in Concord.

Mr. Howe will present a case study detailing the successful outcome of the sale of an established New England-based company, which had achieved significant growth and customer satisfaction over three decades.

The presentation will focus on the challenges of developing an exit strategy for the business owners who sought to retire and allow for:

  • Retention of staff
  • Continued use of the existing company facility
  • Identifying a buyer who would pay the highest multiple of EBITDA
  • Maintaining focus on business operations during the diligence process
  • Successful financing and execution of the sale

Mr. Howe advises owners of privately held companies in the lower mid-market through transition and transfer. He holds the M&A Master Intermediary designation, a professional status earned through education and successful transactions. He is the 2017 chairman of M&A Source, a national association of M&A intermediaries. He also is a Certified Exit Planning Advisor and a member of Alliance of M&A Advisors

Attorney Burger is a shareholder and the President of Orr & Reno with a practice area focus in hospitality, mergers and acquisitions, business counseling and succession planning.

Attorney Morse is a business attorney who assists clients with mergers and acquisitions, securities regulation, entity formation and restructurings, and corporate governance.

The event starts at 8 a.m. and is free to the public, but pre-registration is required. Coffee and light breakfast will be served.

To register, click here.

When:

June 14, 8-9 a.m.

Where:

Orr & Reno, PA
45 South Main Street, 4th floor
Concord, NH 03301

Registration:

Free to the public

For more info:

603.224.2508

events@concordnhchamber

< Return to News Articles

BTS News

  • Looking Back to Plan the Future

    Looking Back to Plan the Future

    As one year closes; another is just beginning. It is an excellent time for company owners to consider the options for what is next.

    Read more >

  • Growth Through Acquisition in the Lower Mid-market

    Growth Through Acquisition in the Lower Mid-market

    Growth through acquisition has been a strategy largely used by mid-sized and larger companies for years. Now firms in the lower mid-market are getting into it as well.

    Read more >

  • PEI Cites 8 Attributes of Quality Deals

    PEI Cites 8 Attributes of Quality Deals

    Quality deal flow is among the top concerns for M&A advisors. A recent blog posted by Private Equity Information offers 8 key attributes of “quality deals.”

    Read more >

  • In an M&A Program: Why Consider a Business “Carve Out”?

    In an M&A Program: Why Consider a Business “Carve Out”?

    An M&A program need not be limited in the search to the complete acquisition of a company.

    Read more >

  • The BIA Report on Consumer Confidence

    The BIA Report on Consumer Confidence

    "NH consumer confidence remains high" according to the latest BIA Survey conducted October 10 and October 18, 2018 by the UNH Survey Center.

    Read more >

  • Business Transition Snippets

    Business Transition Snippets

    Here are a few observations we culled from sources we regularly review that relate to business transitions.

    Read more >

  • What to expect in the LOI exclusivity period

    What to expect in the LOI exclusivity period

    A question that often emerges when reviewing proposals for acquisition with owners is the exclusivity period.

    Read more >

  • Growth through acquisition isn't just for the big companies

    Growth through acquisition isn't just for the big companies

    Growth through acquisition Is a valid strategy for businesses in the lower mid-market as well as the mid-market.

    Read more >

  • The exit decision- timing and issues

    The exit decision- timing and issues

    When should a business owner start thinking about planning their exit? Early! This is a high-stakes decision and should not be first contemplated when it is imminent.

    Read more >

  • April PEG investments

    April PEG investments

    It is interesting to watch trends in private equity investments. In general, they reflect confidence in the value of making things. Transactions give insights on the broader acquisition environment, p

    Read more >

Case Studies

  • Precision Machining Company

    Initially, liquidation was a serious consideration. It would offer a quick exit but would hurt loyal employees and disrupt the customers who had come to rely on its quality production.

    Read more >

  • Green Product Company

    Our client owners could dig in for the long haul…However, this would take five years or more. Owners simply lacked the horsepower to do it.

    Read more >

  • Water Purification Company and Young Buyers

    Owners decided they wanted to retire. They also wanted to be fair to the staff who had been loyal to them. Could the company be sold, the staff retained and the facility remain in use?

    Read more >

  • Magnetics Company with High Profile Customers

    (T)he manufacturer would need to focus on growing EBITDA to capture interest from major strategic buyers and achieve a higher multiple of earnings.

    Read more >