[IMPORTANT ANNOUNCEMENT] 2017 Summit Location Change A Note from Scott Snider, Vice President of Exit Planning Institute: Due to unforeseen circumstances, EPI has moved the 2017 Exit Planning Summit location to the Ritz-Carlton, Naples (originally being held at the Hyatt Regency Coconut Point). To note, every other logistical detail will remain the same, including […]
The Exit Planning Institute’s annual gathering, today known as The Exit Planning Summit, will be celebrating its 6th anniversary, while our designation, (Certified Exit Planning Advisor [CEPA]) will celebrate its 10th anniversary. Additionally, EPI has now been under the leadership of Snider Premier Growth’s (SPG) for five years…and for myself, I am entering my third […]
The numbers don’t lie – investors most often do not act in their own best interest. Human nature and emotions frequently drive individual investors to buy when an investment is most expensive and then sell when that investment stumbles. Success in investing requires discipline, a long-range perspective and a contrarian perspective… Throughout his 25 […]
Have you ever wondered why owners simply refuse to prepare an exit plan for their business? Why they are more likely to invest time rearranging their sock drawer than planning for their exit? Why even the word Exit Plan is such a turnoff for most owners? Owners want to talk about how they can improve […]
An advisor with expertise in exit planning can play a critical role in preparing a business owner for an effective transition — whether the change is planned or not. Exiting a business may take the form of a sale or planned handover to a younger generation, or it can result more suddenly due to a […]
“Buying and selling companies is a complicated journey at best. A deal has so many moving parts it is virtually impossible to manage your company and the deal process at the same time. We act as a guide, enabling you to avoid the pitfalls and to reach your destination.” -Mark Jordan, author and 2017 Exit […]
Original article found at www.SniderValueIndex.com Question: How did a diverse, competitive group of advisors capture the eyes of the media and business owner community? Answer: Integrated Collaboration. [DEC 2016] The Launch. Last year in Minneapolis, Julie Keyes, President of the EPI Twin Cities Metro Area and Founder of KeyeStrategies, joined the chapter network and […]
KLH Capital Debuts Video Series to Demonstrate How Private Equity Can Support an Owner’s Exit Strategy
KLH Capital has launched a video series providing exit planners and company owners an inside look at the firm’s culture and how a partnership with KLH can support an exit strategy through a recapitalization or internal sale to key managers or family members. The 4-minute videos feature a KLH company partner and how they accomplished their personal goals through a private equity partnership with KLH.
Recapitalization Video: Hal Kersey, CEO of MidState Machine and Fabricating Corp, shares how a tragic car accident caused him to reflect upon his company’s long-term vision and address his exit plan. He decided to “take some chips off the table” and diversify his wealth through a recapitalization and give equity ownership to key managers as part of his succession plan.
Management Buyout Video: Nick Trahan and Shane Daigle, key managers at Atchafalaya Measurement, explain how KLH helped them buy the company they were running when the owners offered them the opportunity to purchase the business.
Family Succession Video: Robbie McWilliams, CEO of Federal Resources, discusses how the success of his family’s business created tension for the business and the family. Ultimately, a partnership with KLH resolved those issues and provided the capital and strategic advice it needed to accomplish even more growth.
An investment by KLH Capital allows business owners to diversify their wealth, create a succession plan, and grow the value of their companies. “We hope the videos inspire entrepreneurs to consider KLH Capital as a pathway to accomplishing their ideal exit,” explained Kyle Madden, Partner at KLH. “We believe that people and culture are the most critical factors to success and hope the videos give business owners and entrepreneurs a sense for our collaborative, supportive approach, as well as our core values.”
If you have a situation you would like to discuss with KLH, please don’t hesitate to call Kyle Madden (813-397-1281) or Ron Moore (813-397-1283). We are happy to review the opportunity and see how we can help.
ABOUT KLH CAPITAL
KLH Capital is a fully capitalized SBIC private equity fund managing $320 million across three funds. We make majority and minority equity investments in value added distribution, specialty service, and niche manufacturing companies based in the U.S. with at least $10 million of revenue and $2 million of EBITDA. During our nearly 30-year business tenure, we have completed more than 130 transactions giving us the experience and background to successfully nurture growing companies and create value for owners.
Don’t miss the most transformational exit planning event of the year.
- 2 Keynote Addresses with World-Renowned Entrepreneurs
- 9 Interactive Breakouts
- 2 Guru Sessions
- 1 Golf Outing + 1 Charity Fundraiser Party
- 3 Advanced Workshops
- Excellence in Exit Planning Awards
- A career-changing experience.
EPI is pleased to announce and introduce the 2017 Exit Planning Summit Title Partner: BNY Mellon Wealth Management BNY Mellon Wealth Management clients represent some of the most successful individuals, families and institutions around the world. We focus on protecting and growing our clients’ wealth through customized strategies and services. An important aspect of wealth protection […]