Expert-led webinar series
Exiting with excellence: the foundations of a successful business sale
Are you considering an exit in the near future? Our series of webinars will help you navigate the process with ease and ensure a successful business sale.
Starting early is crucial for a successful exit; give yourself the best chance by building the right team to lead the business and shape it to maximize value.PETER GRAY, CHAIRMAN, OAKLINS
Join Peter Gray as moderator and fixed speaker Jürg Stucker, along with a rotating panel, for short, conversation-based sessions on the fundamentals of exit planning.
As you may know, realizing a successful business exit is not an easy or quick task. After having helped hundreds of business owners navigate this process, we’ve learned exactly what they wish they had known beforehand and gained valuable insights into the factors that impact value as well as the common challenges and pitfalls.
Begin your exit planning journey
1. How to get started: Thursday 30 March at 14:00 CEST
Let's delve into the importance of exit planning and how it can help maximize the value of your business. You will learn about the various steps involved in planning for an exit and the ideal timeline for starting your preparation. We will also address common misconceptions made in the preliminary stages of an exit and provide insights to help you make informed decisions.
2. The right timing and exit routes: Thursday 27 April at 14:00 CEST
In the second webinar, we will explore the best time to sell and why some companies are not always sold at the optimal moment. You will learn about the various exit options available and when is the best stage to choose your exit route. We will also discuss whether different routes can be pursued in parallel.
Other speakers to be confirmed
3. How to maximize price: Thursday 25 May at 14:00 CEST
Here we will focus on how to maximize the price of your business. You will learn about the key factors that impact price and ways to boost your company’s EBITDA for a more favorable valuation. We will also discuss strategies for achieving a higher multiple and identify potential risks to be avoided.
Other speakers to be confirmed
An important part of any business exit is the investor narrative and repositioning your business into a higher-valued sector for the maximum EBITDA multiple.JÜRG STUCKER, PARTNER, OAKLINS SWITZERLAND
4. Avoiding mistakes, or five things you need to know: Thursday 22 June at 14:00 CEST
In the final webinar, we will explore the most common mistakes made in business transactions and the reasons behind them. You will learn why using advisors can help avoid these errors and the measures to take to mitigate the risk of a deal not happening. Additionally, we will highlight the five most important elements to get right to achieve an optimal transaction, and provide you with valuable insights to help ensure a smooth and successful exit.
- "How to get started" on Thursday 30 March at 14:00 CEST
- "The right timing and exit routes" on Thursday 27 April at 14:00 CEST
- "How to maximize price" on Thursday 25 May at 14:00 CEST
- "Avoiding mistakes, or five things you need to know" on Thursday 22 June at 14:00 CEST
Don Wiggins is the CEO of Oaklins Heritage in Jacksonville and Savannah. He also leads Oaklins’ logistics and distribution teams, providing strategic consulting, exit advice, and sell-side and buy-side transaction services to logistics clients, including distribution, storage, trucking, moving, rail service providers, local delivery and logistics technology. He has completed significant transactions for a wide variety of logistics companies with both strategic acquirors and private equity buyers. In addition, he has provided strategic advice, valuation and related services to more than 200 logistics companies over more than 30 years. Some of his clients include Drummac Inc., Atlantic Quality Parts and CWF. Recent transactions include the sale of Cd’A Metals to Norfolk Iron & Metal, the partnership of Coastal Insurance Underwriters and Constellation, and the sale of Maner Builders Supply to US LBM.
Doug Kravet is a principal at Oaklins Heritage in Jacksonville and Savannah, and leads Oaklins’ agriculture and organic & sustainable agriculture teams. He also currently serves on Oaklins International’s executive committee as treasurer. Doug has over 20 years of experience and has successfully led and been involved in transactions in many industries, including agriculture, food & beverage, business services, healthcare, distribution and logistics, and manufacturing. He also has performed more than 300 valuations. Recent transactions include the sale of Cd’A Metals to Norfolk Iron & Metal, the partnership of Coastal Insurance Underwriters and Constellation, and the sale of Maginnis Orthodontics to Smile Doctors.
Jan Hatje is a managing partner at Oaklins Germany. He leads Oaklins’ internet of things team as well as the technology team in Germany. With more than 15 years of M&A experience behind him, Jan has particular expertise in the TMT and staffing sectors. A key transaction in staffing was advising the shareholders of Timecraft Group on its sale to Actief Group. Notable TMT deals Jan has advised on are the sale of Garz & Fricke to the private equity investor Afinum, the sale of Höft & Wessel to Droege and the sale of Acutronic to Vyaire, backed by Apax. After working as a researcher and analyst, Jan joined Oaklins Germany in 2003.
Jürg Stucker is a partner at Oaklins Switzerland. He also serves on Oaklins International’s executive committee as vice president of marketing & strategy. With extensive experience in M&A and corporate finance, he has a particular focus on industrial machinery & components, TMT and business support services. Blue-chip clients he has advised include ABB, Axpo, BASF, Breitling, Bühler, ETH, Givaudan, Holcim, Migros, MSC, Novartis, NZZ, Oerlikon, SMG, Sonova, Stäubli, Straumann, Swiss and Swisscom.
Priscila Rosas is a partner at Fortezza Partners, one of Oaklins’ member firms in Brazil. She has over 13 years’ experience in mergers and acquisitions and equity private placements. Priscila has led domestic and cross-border transactions in several sectors, such as healthcare, services, consumer, retail, real estate, financial and technology. Some notable transactions include the sale of a majority stake in Topico, the largest Brazilian player in the flexible infrastructure segment for storage and coverage, to Southern Cross Group; the sale of Centro Serviços, a facility service provider and leader in hospital cleaning in Brazil, to the French group Onet; the sale of UHHS, one of the most important blood bank and transfusion companies in Brazil, to Vitapart, a Crescera Capital portfolio company; and the sale of a minority stake in Brilia, a leading Brazilian LED lighting solutions provider, to Cartesian Capital Group.
Reed Phillips is a managing partner at Oaklins DeSilva+Phillips in New York, which he co-founded in 1996. He also leads Oaklins’ events team. Reed specializes in sell-side M&A in a number of industry sectors, including digital media and advertising, market research, consulting, print media, events, information, social media and subscriptions. His recent transactions include the sale of Purpose, a social impact agency, to Capgemini; the sale of TechMedia, a conference business, to RLJ Equity Partners; and the sale of three divisions of Bonnier Corporation—two magazine divisions and the leading advisory business in DE&I for the Fortune 100. Reed has been an investment banker for 31 years and has completed over 200 M&A transactions.
At the end of 2021, his book "QuickValue: Discover Your Value and Empower Your Business in Three Easy Steps" was published by McGraw Hill. The book provides a new valuation methodology for midsize companies.
Valērija Lieģe is a partner at Oaklins Baltics in Riga and leads Oaklins’ glass processing & finishing team. . She also serves on Oaklins International’s executive committee as vice president of quality & integration. With more than 15 years’ experience in corporate finance and change management, Valērija has led top Baltic companies through complex turnarounds, implementing operational and financial restructurings, and has managed various M&A and capital raising projects and advised top regional banks and private equity houses. Key clients she has advised include manufacturing companies GroGlass and Sakret; two of Latvia’s largest retail chains Elvi and Rimi; Lattelecom, the biggest telecoms operator; and Lido, the most significant HoReCa player in Latvia. Recent transactions include the acquisition of Telia Latvia from Telia Company by Tet, the sale of Domenikss to Veho and the sale of FlyCap-backed Bio2You to INVL Baltic Sea Growth Fund.