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:
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.
June 14, 8-9 a.m.
Orr & Reno, PA
45 South Main Street, 4th floor
Concord, NH 03301
Free to the public
For more info:
"The entire process went smoothly and professionally. The BTS team kept me fully informed at every step. They worked hard and were effective in bringing the deal home."
"Skip and I continue to be grateful for all you have done to make the sale of Pure Flow come to fruition."
"BTS’s level of expertise in the process and close attention to detail enabled us to successfully navigate the deal."
"These types of transactions are often long and complicated and I doubt it could have been successfully completed without your close ongoing involvement."
"The outside objective point of view that you have brought us has been invaluable as we prepare for the rapid growth."
"John then found the right buyer and coordinated a seamless transition—he doesn’t miss a single detail."
"John immediately identified our strengths and experiences and discussed a business that ultimately was more in line with our goals."
"The BTS team came in, evaluated everything in a professional and thankfully non-threatening manner."
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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.
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.
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?
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.