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This
Round Table-Workshop will be highly interactive with time
allotted for open Q&A.
Presenters: |
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Casper Zublin
Former CEO
DynTek, Inc. |
C. Craig Carlson
Founder & Managing Partner
SYCR |
Stephen T. Freeman
Chairman, Tax Practice
SYCR |
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Strategy
►Why
Acquire a Company?
•
Your Purpose: The Good Reasons and the Not So Good Reasons
·
Audience
Q&A
·
What
Experience Tells Us
►Preparing
Your Acquisition Criteria
•
Developing Your Preferences
•
Developing
Your Key Success Factors (KSF’s)
·
An Example
•
Developing
Your Team
·
Audience
Q&A
•
Developing
Your Capital Model
Originating Opportunities
►Identifying
Your Targets.
•
Audience Q&A
►Initial
Assessments
•
Acquisition Criteria
•
The Seller’s Motivations |
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Date:
June 24, 2008
Time:
1:30 - 5:15 pm
Location:
Stradling Yocca Carlson & Rauth
660 Newport Center Dr.
Suite 1600
Newport Beach, 92660
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Agenda: |
1:30 |
Welcome & Introductions |
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1:45 |
Interactive Presentation,
Part I |
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3:00 |
Break |
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3:15 |
Interactive Presentation,
Part II |
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4:30 |
Casual Q&A / Wine & Cheese
Reception |
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5:15 |
Conclusion |
Cost:
ABL
Members $ FREE
Non-Members $400 (per person)
Sponsored
by:
 |
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►Decision
– Move Forward or Pass?
Initial Due Diligence: Prelude to a Letter of Intent (LOI)
►Business
Summary
•
Management Analysis
·
“Intelligence, Energy & Integrity…"
•
Personnel and Compensation Review
• Sales
and Marketing Review
•
Production Review
•
Financial Review
• Legal
Review
►Valuation
•
EBITDA, Profitability & Revenue Multiples
•
Strategic vs. Financial Multiples
• Use of
“Comp’s"
• Risk &
Reward
• ROI
Calculations
►Taxation
• Key
Strategies to maximize Financial Returns from the
Acquisition to meet your own and the Seller’s objectives (go for
“win-win" when ever
possible)
•
Implications of an asset purchase vs. purchasing the entire
company
•
Advantages/disadvantages of purchasing for stock, cash, a
combination of stock/cash; and earn-outs
►Negotiating
• “Who"
typically handles which aspects of the negotiation best?
•
Importance of having multiple potential acquisition targets
•
Willingness to walk away from a bad deal
Formal Due Diligence: Prelude to a Definitive Agreement
►
Appendix
A,
Venture Capital Investing,
David Gladstone
►
The Legal Details
•
Warranties, Indemnities, Definitions
►Keeping
the Momentum Going
►
11th
Hour Heroics
Post-Acquisition
►How to
not have
one of the 70%+ acquisitions that fails to meet the acquirer’s
expectations
• Seeing
past the “hole"
►Building
the post-acquisition team
•
Selecting and building relationships with key resources
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C. Craig Carlson
Founder and Managing Partner of
Stradling Yocca Carlson & Rauth
Practice Background and Related Experience
• Specializes in emerging and
growth companies. |
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• Primary area of practice is
corporate and securities. Has extensive experience with
respect to private and public financings (both debt and
equity), strategic alliances, mergers and acquisitions,
corporate securities matters and general corporate and
business representation.
• Since 1975 has represented numerous private and public
companies in a diverse array of industries, including
computer, software, telecommunications, electronics,
biomedical and biopharmaceutical, health care services,
financial and title services, food and various consumer
products and services.
• Lectured at and participated in numerous seminars and
speaking engagements on topics related to legal issues
facing emerging and growth companies including primarily
private and public financing.
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Stephen T. Freeman
Chairman, Tax Practice of
Stradling Yocca Carlson & Rauth
Practice
Background and Related Experience
• Specializes in tax law and
works with businesses, business owners and executives in
general tax planning involving transactions, executive
compensation, business structuring, financings and mergers
and acquisitions. |
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• Has authored federal tax
legislation, has been an adjunct lecturer at Golden Gate
University teaching corporate tax and is a frequent lecturer
and author on tax topics.
• Has authored federal tax
legislation, has been an adjunct lecturer at Golden Gate
University teaching corporate tax and is a frequent lecturer
and author on tax topics.
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Casper Zublin,
Jr.
Director & Former CEO of DynTek, Inc.
Casper Zublin
served as publicly-traded DynTek's CEO from June 2005 to
March 2008. With approximately $100 million in annual
revenues, the Company is a leading provider of professional
technology services. Casper originally joined DynTek in
October 2004 as COO, after selling a company to DynTek which
he had dramatically ramped up - doubling revenues and
increasing profits by an order of magnitude, over the prior
three years. While at DynTek, Casper made several major
acquisitions. |
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ABL
Organization
930 W. Town & Country Road
Orange, CA 92868
www.abl.org |
ABL
Event Coordinator:
Laura Grant
Phone: (714) 245-1427 Email:Laura@abl.org |
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