Financial Literacy Workshop: Small Business Valuation & Exit Strategies
Name:
Financial Literacy Workshop: Small Business Valuation & Exit Strategies
Date:
July 30, 2019
Time:
6:00 PM - 8:00 PM CDT
Registration:
Register Now
Event Description:
Part 9 of the Financial Literacy Series: Small Business Valuation and Exit Strategies
How do participants on the popular Shark Tank TV show determine how much their company is worth? What are the "Sharks" really asking with their questions about cash flow and valuation? What are the differences in valuation of early-stage companies (i.e. start-up companies and pre-sales) versus profitable/stable companies? Mett Fett and Kyle Larson will lead a workshop on the determinants of business valuation and merger/acquisition strategies (i.e. selling shares to the "Sharks").
Matt Fett is a Vice President in the business valuation practice of BCC Advisers in Des Moines.
Fett is a graduate of Iowa State University and began his career with BCC Advisers in 2009. In his current role, he performs appraisals for a variety of purposes including: ESOPs, mergers/acquisitions, estate taxes, buy/sell agreements, intra-family transfers/gifting, charitable donations, management decision-making, financial reporting, and limited partnerships. Fett is a Certified Financial Analyst (CFA) and an Accredited Senior Appraiser (ASA).
Kyle Larson is a Transaction Adviser in the mergers and acquisitions practice of BCC Advisers in Des Moines.
He assists mid-market clients in identifying and accomplishing their business transfer goals. Larson is a Chartered Financial Analyst (CFA) and a member of the Alliance of International Corporate Advisors (AICA). He is a 2008 graduate of Iowa State University where he was actively involved with Beta Alpha Psi (Accounting/Finance Honor Society).
How do participants on the popular Shark Tank TV show determine how much their company is worth? What are the "Sharks" really asking with their questions about cash flow and valuation? What are the differences in valuation of early-stage companies (i.e. start-up companies and pre-sales) versus profitable/stable companies? Mett Fett and Kyle Larson will lead a workshop on the determinants of business valuation and merger/acquisition strategies (i.e. selling shares to the "Sharks").
Matt Fett is a Vice President in the business valuation practice of BCC Advisers in Des Moines.
Fett is a graduate of Iowa State University and began his career with BCC Advisers in 2009. In his current role, he performs appraisals for a variety of purposes including: ESOPs, mergers/acquisitions, estate taxes, buy/sell agreements, intra-family transfers/gifting, charitable donations, management decision-making, financial reporting, and limited partnerships. Fett is a Certified Financial Analyst (CFA) and an Accredited Senior Appraiser (ASA). Kyle Larson is a Transaction Adviser in the mergers and acquisitions practice of BCC Advisers in Des Moines.
He assists mid-market clients in identifying and accomplishing their business transfer goals. Larson is a Chartered Financial Analyst (CFA) and a member of the Alliance of International Corporate Advisors (AICA). He is a 2008 graduate of Iowa State University where he was actively involved with Beta Alpha Psi (Accounting/Finance Honor Society). Event Sponsors:
Location:
Compass Financial Services
4801 Westown Parkway
West Des Moines, Iowa 50266
4801 Westown Parkway
West Des Moines, Iowa 50266
Date/Time Information:
Tuesday, July 30 (6:00 - 8:00 pm)
Contact Information:
Director of Professional Development: Peter Myers
Fees/Admission:
Thank you to our sponsors, Compass Financial Services and BCC Advisers, this event is free to YPC members only. Please contact prodevelopment@ypcDSM.com if you need assistance with registration.
Cancellation Policy: YPC strives to maintain the utmost professionalism in its relationships with business leaders/corporations/sponsors in Des Moines; thus, a change in RSVP must be sent to prodevelopment@ypcDSM.com within 24 hours of this event so the seat can be reassigned. Failure to comply with this policy and/or no-show to the event will be met with reprecussions for future events communicated via email.
Cancellation Policy: YPC strives to maintain the utmost professionalism in its relationships with business leaders/corporations/sponsors in Des Moines; thus, a change in RSVP must be sent to prodevelopment@ypcDSM.com within 24 hours of this event so the seat can be reassigned. Failure to comply with this policy and/or no-show to the event will be met with reprecussions for future events communicated via email.
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