Case Study Panel
About This Panel
Through this case study-based session, attendees will be assigned a small group to work with. This will allow attendees to share their exit planning knowledge while learning from other experts within the space as they dive deep into a small to lower middle-market company case study. In small groups, attendees will answer questions, conduct an enterprise value assessment, and have a discussion around the case study-based company. Following this session, EPI will have an expert panel that breaks down the case and provides insights on Value Acceleration while taking questions from the audience.
Panelists
Christopher Snider
Shanda McFadden
Sean Hutchinson
Rich Gunn
Kyle Danner
Sam Messina
Jacqueline Kaltz-Coulombe
Learning Objectives:
Understand the key concepts and applications of the Discover Gate of Value Acceleration
Understand the key concepts and applications of the Prepare Gate of Value Acceleration
Understand exit options and how they apply to a privately held company
Understand the tactical approach to client engagement