TUSK Partners is proud to partner with the Dykema DSO team to offer a one-day workshop created specifically for companies that are not yet backed by private equity funding, to aid entrepreneurs in maximizing the value of their business in a sale to a strategic or financial partner. TUSK Partners has worked with hundreds of entrepreneurs to help them sell their group practice or DSO and will bring that experience to you in Denver. The TUSK Partners M&A Workshop will focus on maximizing the value of your business in a sale, regardless of if you ever sell it. Whether you’re eight, five, two, or one year away from exit, there is valuable information here for YOU. This workshop will be a hands-on working session and will provide actionable items that you will take back to your business on Monday morning.
This event will be held on July 19th right before the start of the Dykema DSO event. The cost is $395. Use code GDN23 and save $50.
7:00 AM – Registration & Breakfast
Come early and reconnect with friends.
8:00 AM – OPENING
Brian Colao & Kevin Cumbus – Welcome & Opening Remarks.
8:30 AM – How Will Your Transaction Serve YOU?
Kevin Cumbus & Brent Miller – Beginning with the end in mind.
9:00 AM – 3 Biggest Trends in M&A in 2023
Ryan Mingus – Should I Sell or Grow? Impact of Inflation and Rising Interest Rates in Dental M&A Markets, Deal Structures, Value of Equity, & Baking Hedges into the Adj EBITDA Calcs.
9:30 AM – Tales from the Buyside – I am Not Your Friend
Josh Swearingen & Maggie Jarrett – A peak behind the curtain of DSOs and PEGs decision making. How buyers think about deals.
10:00 AM – Case Study: Which Deal would you Choose?
Kevin Sauer – A reviewing different offers for your business.
10:45 AM – Should Your Exit Drive your Operating Strategy?
Dee Fischer & Kevin Cumbus – 3 Strategic Initiatives you DO NOT want to undertake if you are less than 24 months away from a sale.
11:15 AM – Q&A | Discussion
Maggie Jarrett & TUSK M&A Team – Moderated discussion and Q&A
12:00 PM – LUNCH
Buffet served outside of the event space.
12:45 PM – WELCOME BACK
1:00 PM – WHO you partner with matters just as much as WHAT they are willing to pay you.
Kevin Sauer, Dr. Mark Farina and Kevin Behjat – TUSK clients discussing their journey to sell their business.
1:45 PM – Quality of Earnings is NOT just Math – it is a STRATEGIC NEGOTIATION!
Alex Cherniavsky – Common pitfalls in the QoE process. How QoE can affect your overall valuation and best ways to prevent a reduction in purchase price.
2:15 PM – Getting to the Finish Line
Virgil Ochoa & Craig Woods – Landmines and Opportunities in the closing process.
2:45 PM – The Next Chapter
Brett Miller – Preparing yourself and your estate for the large windfall of cash at close: Taxes, Investments, Cashflow. Are you emotionally prepared for the next chapter?
3:30 PM – EXIT at the TOP
Kevin Cumbus – 3 most important to-do’s when you return to work on Monday. Next steps in maximizing your value before going to market.
3:40 PM – CONCLUDING REMARKS