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Chris Younger

The M&A Boot Camp is a half-day, intensive look into transactions, whether buying or selling – how to prepare for and manage a deal to avoid making catastrophic mistakes and leaving money on the table. We will cover factors that impact valuation, how private equity investors view risk and your company, the basics of a transaction process, and how to prepare your company for the rigors of a transaction.

Key Takeaways

  • Think critically about factors that drive value up (or down) in your company

  • Develop a prioritized game plan to address key risks in your business

  • Utilize CVA’s proprietary CoPilot assessment tool to understand where you stand v. your peers

  • Understand the worldview of private equity investors, and why this is important

  • Prepare for a transaction, whether buying or selling, to avoid common pitfalls

About Chris Younger

Chris Younger, Managing Director of CapitalValue Advisors, has over 25 years managing transactions as buyer, seller, advisor and operator, ranging in size from $1 million to $250 million.

Email: chris@capitalvalue.net
Website: www.capitalvalue.net

Lisa Anderson, LMA Consulting Group

We’ll talk about pricing and profits strategies, focusing in on ideas to bring value into the conversation for a win-win for the customer and the bottom line. Additionally, we’ll discuss several strategies to increase the value of your business including SIOP (sales, inventory and operations planning) which increases revenue, margins and working capital by better aligning demand and supply.

Key Takeaways

  1. Connect value with price in the customer’s mind

  2. Utilize a good, better, best strategy to expand your customer base and/or increase pricing while creating value

  3. Think about how to implement a ‘forever promise’ with your customers to create a customer for life

  4. Utilize a SIOP (sales, inventory operations planning) process to drive sales growth, cost reduction and working capital improvement

  5. The more high tech we go, the more high touch becomes essential

About Lisa Anderson

Manufacturers, distributors and operational services hire Lisa to provide expertise and advice on maximizing the customer experience and enabling profitable, scalable, dramatic business growth. She works with companies to create bold customer promises and profits simultaneously and rapidly.

Email: landerson@lma-consultinggroup.com
Website: www.lma-consultinggroup.com
Facebook: /ProfitThroughPeople1
LinkedIn: /LisaAndersonLMA
Twitter: /LisaAndersonLMA

Danielle Feroleto

A true “attractor” company is implementing Culture, Executing Strategy and engaging Leadership in all aspects if the company, including Marketing and Business Development. This session is intented to show the way to define the marketing initiatives, based off of your strategic plan and execute interanl and external activities to drive a true ROI.

Key Takeaways

  1. Bring all departments together to develop the plan

  2. Create a marketing roadmap and calendar

  3. Develop, know and use your company story

  4. internal and external communication are equally as important

  5. Measure success monthly or bi-monthly and adjust

About Danielle Feroleto

Owner and founder of Small Giants, a full-service marketing agency, based in Scottsdale, AZ with offices in Denver.

Website: www.smallgiantsonline.com

Steve Baker

To win in business, you must get everyone at all levels of the organization as informed, involved and engaged as the owner. The Great Game of Business is a time-tested methodology that helps you teach employees the numbers, show them the big picture and let them have a say in the company’s future.

Key Takeaways

  1. Identify Your Critical Number: What do we need to pursue or address in the next 6-12 months?

  2. Act on the Right Drivers: What can directly impact the Critical Number, and how can we connect everyone in the organization to it?

  3. Create an Early Win with MiniGames: Use 90 day MiniGames to educate, empower and engage people around the Right Drivers.

About Steve Baker

Steve Baker is VP of The Great Game of Business, Inc. He co-authored and voiced Get in the Game, as well as the update to the #1 bestseller The Great Game of Business, 20th Anniversary Edition.

Email: sbaker@ggob.com
Website: www.greatgame.com
LinkedIn: /stevebaker05/
Twitter: /Gr8GameBusiness
Facebook: /greatgameofbusiness

Kevin Lawrence

Kevin shares the 17 Habits every high-achiever must adopt to survive and thrive in business and life. These are the insights and practical tools honed over 20 years coaching CEO’s and executive teams. Bottom line? There is no “in-between” with leadership; it either slowly destroys your life or forces you to get stronger.

Key Takeaways

  1. Understand why it’s critical to put Your Oxygen Mask First to be an effective, strong, and generous leader

  2. Understand your current mental health, and how to become stronger

  3. Complete a Self-Assessment to determine your Wheel of Resilience. Craft your personal Resilience Rituals

  4. Identify the #1 Habit you need to improve your strength and performance (and your team members)

  5. Draft your Master Plan for Work, Self, Life

About Kevin Lawrence

Relentless in helping entrepreneurial CEO’s and executives to build and maintain tremendous success in business, and a full rick personal life. Kevin Lawrence is the author of Your Oxygen Mask First.

Email: kevin@lawrenceandco.com
Website: www.lawrenceandco.com
LinkedIn: /coachkevinlawrence
Twitter: /lawrenceandco1
Facebook: /LawrenceAndCo1

Melissa Lamson

Growth is always on the minds of today’s business stakeholders yet many have a blind spot when it comes to creating leadership alignment, employee engagement, and the people manager skills to see this growth realized. In this very practical and interactive session, Melissa will walk participants through the components for preparing and executing a plan for exponential company growth.

Key Takeaways

  1. Defining and messaging growth mindset

  2. How leadership can model and infect their organization’s growth DNA

  3. Up-leveling people management skills to promote growth

  4. Strategies for preparing for exponential growth

  5. Developing a plan that can be executed

About Melissa Lamson

Melissa Lamson works with high growth companies to infuse growth mindset, build culture and refine leadership skills. Her clients include Linkedin, McKesson and SpaceX.

Email: melissa@lamsonconsulting.com
Website: www.lamsonconsulting.com/
LinkedIn: /melissalamson
Twitter: /melissa_lamson1
Facebook: /lamsonconsulting

Andrew Kolikoff

There are many pathways toward this finish line we call success. The question you should ask yourself is this… which path do you wish to walk towards it. Will it be mostly transactional (predominantly bottom line focused) or will it (while also focusing on the bottom line) be human relationship and development focused. Servant Leadership has been practiced for thousands of years and still to this day remains without debate, the most fulfilling, rewarding, efficient and profitable approach to running any business.

7 Elements of Servant Leadership

  1. Know Thyself

  2. The Power of Pause

  3. Praise and Acknowledgement

  4. Value and Individuality

  5. Assumptions vs. Seeking To Truly Understand

  6. Power of Empowerment

  7. Transparency

About Andrew Kolikoff

Servant Leader. Community Difference-Maker. Public Speaker. Chief Science Officer. Adjunct Professor. Sustainability Leader. Referral Generation Strategist. Super Connector. Inspirational Mentor. Coach. Rainmaker Extraordinaire, and… Serial Entrepreneur (5-time business owner – one of those times landing him on the front page, top fold of USA Dec. 2004).

Email: andrew@kolikoff.com
Website: www.thesecretsaucesociety.com
LinkedIn: /kolikoff

Alan Miltz

It has never been more important to understand and manage your Cash Flow so you can preserve your cash. In any given business there are 7 critical levers that impact your cash. We call them The Power of One.

Key Takeaways

  1. How to fix your business using the Power of One. How many 1% or 1-day changes does your business need to make it uplift business value.

  2. How to create a culture of financial and business excellence ensuring your non-financial managers understand your business.

  3. The 4 chapters of financial excellence (Profitability, Working Capital, Other Capital, and Cash Flow and Funding).

  4. The Big 3 Cash Measures to be implemented in your business. Never before has cash been more important.

  5. Mind the Gap – techniques that will help your company scale Profit, Cash & Value.

About Alan Miltz

Alan Miltz has dedicated his life to helping business leaders and everyone in their team loves the numbers. Revenue is vanity, Profit is sanity and Cash is king (or queen) are usually his opening words. Alan is a co-author of the global best-selling book by Verne Harnish, Scaling Up (having written the financial component of the book).

Email: alan@cashflowstory.com
Website: alanmiltz.com
LinkedIn: https://www.linkedin.com/in/alan-miltz/

Laurie L Taylor

As a company adds people, complexity increases making it harder to grow. By understanding the stage of growth your company is in, based on the number of employees, you can uncover the obstacles to growth, improve alignment and guarantee engagement so that you can actually implement strategic plans throughout the organization.

Key Takeaways

1. Learn what stage of growth your company is in and why that’s important

2. Understand what ‘hidden agents’ exist today that are creating obstacles to growth

3. Identify your top five challenges

4. Uncover your gate of focus that will serve you best for your stage of growth

5. Learn about the Stages of Growth X-Ray, a process that creates clarity of your top 5 critical issues

today and guarantees you walk away with alignment, engagement and a sure-fire implementation

process

About Laurie L Taylor

An experienced business owner that took a startup to over $12 million in sales with 120 employees. I provide solutions for business owners to help them improve engagement and alignment with their teams.

Email: laurie@igniteyourbiz.com
Website: igniteyourbiz.com gcspecialists.com
LinkedIn: https://www.linkedin.com/in/laurieltaylor2009/

Based on his book, Outthink the Competition, Kaihan blends together stories of inspiring innovators and offers a tested method for developing actionable strategic growth ideas that increase the competitiveness of your business and arms you with the tools needed to excel in today’s digital, agile, and purpose-driven world.

KEY TAKEAWAYS

1. Learn the Outthinker Process (IDEAS) and generate a portfolio of ideas to drive results

2. Identify a “Fourth Option” beyond the obvious choices that can transform your business

3. Learn the five best strategic narratives to master now (The Outthinker Playbook)

4. Master a simple approach to avoid killing off “crazy” (valuable) ideas and turn them into winning moves

5. Build a culture of Outthinking that celebrates fresh strategic thinking and empowers your employees so that they are ready to take action to develop, test and scale innovative growth ideas

About Kaihan Krippendorff

Kaihan Krippendorff is a strategy and innovation expert, best-selling author, Thinkers50 recognized thinker, and founder of Outthinker – a consulting firm that has generated $2.5B in revenue for clients.

Email: Kaihan@outthinker.com
Website: kaihan.net
Twitter: https://twitter.com/Kaihan
Website: kaihan.net
LinkedIn:https://www.linkedin.com/in/kaihankrippendorff/

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