Executive Leadership Series

The Eye of the Beholder:
Increasing the Value of Your Business for Ownership Transition

September 25, 2019

Fluno Center • Skyview Banquet Room on the 8th Floor • 601 University Ave, Madison, WI
8:30-12 CEO/Owner Session • 1:30-5 CFO/Finance Session

Loichinger Advantage LLC is an advocate of leadership development and ownership transition for growing middle-market companies seeking to be exceptional. Today I am happy to announce the launch of our inaugural Executive Leadership Series, as we bring the expertise of The Capital Valuation Group and von Briesen & Roper SC.

Many of you find yourselves in the middle of ownership and company transitions, taking steps to substantially enhance the value of your business, or simply increasing the profitability of the business..  That leaves you, the owners, with an opportunity to understand, plan and better execute the ownership transition of your company.  This workshop will provide you multiple concepts to increase the value of your business, for your benefit, and the benefit of your family. 

Join your peers and our experts for an informative exchange of ideas on September 25, 2019 at the world-class Fluno Executive Education Center, on the campus of UW-Madison.  Owners and CEO’s will attend in the morning, and a separate session will be held for company CFO’s and finance directors in the afternoon.

What you’ll gain: 

  • Realize the best conditions to sell your business
  • Comprehend the various values your business holds
  • Realize the highest value for your business
  • Engage & align your management team with your plan
  • Employ tactics to best manage risk
  • Create barriers to entry for your competitors

Click on the presenter’s name below to learn more:

Cathy Durham, President, Capital Valuation Group

Most business owners do not have an accurate number in mind when thinking about the value of their business.  Not only is the valuation and sale of businesses complex, but there is a significant amount of misinformation about the business valuation process. Owners are given different formulas to apply to the company’s financial statements, but completely miss the qualitative factors that will increase or decrease your company’s value.

Let us show you how a business is actually valued and how buyers look at prospective businesses to purchase.  You will leave with tangible strategies you can implement immediately for increasing the value of your business while also gaining an understanding of the drivers of value.  Your business is likely your most valuable asset – join us to better understand how to better manage that asset as an investment. 

As a result of your participation, you can expect the following deliverables:

  • Identify how to increase the value of your business, whether you are planning to sell or not
  • Position your business for sale at the highest value
  • Comprehend why every business has more than one value
  • Understand the buyer’s perspective in valuation
  • Determine the best time to sell your business

About Cathy Durham, President of The Capital Valuation Group:

Cathy J. Durham is President of Capital Valuation Group, a 45-year old firm that helps business owners understand, increase and unlock the value of their businesses. For more than 25 years, Cathy has worked with business owners and advisors to determine the value of an equity interest in a business, identify ways to increase value, prepare for transitioning out of ownership, resolve owner disputes (family and non-family) and define valuation provisions of buy/sell agreements that are unambiguous.

Cathy earned her MBA from the University of Wisconsin- Madison and has earned the Accredited Senior Analyst designation from the American Society of Appraisers. Recently, she has engaged in developing a web-based tool called Business Trend Analysis (BTA), for business owners and advisors to help them understand and use the company’s historical financial data to manage their investment more successfully. Cathy writes and teaches nationally on topics relating to business value and serves, or has served, as a director on a number of for-profit and non-profit boards of directors.

capital valuation group madison wi

About The Capital Valuation Group, Madison, Wisconsin:

Business Valuation

Since 1974, Capital Valuation Group has valued thousands of closely held businesses across a wide range of industries, from start-up companies to large, established companies doing business internationally. We are able to provide an independent, objective perspective because our firm does not provide accounting or other financial services to our clients—we specialize in business valuation and have for 45 years.

Business Litigation

Our staff is also experienced at determining damages to a business and testifying for plaintiff or defendant in federal and state courts, and we have the communication skills to explain complex issues to judges and jurors. We are asked annually to teach to judges, attorneys, and business owners because of our years of experience specializing in business valuation and litigation support.

Business Trend Analysis

In 2019 our firm debuted our Business Trend Analysis (BTA) software. The BTA is a powerful online tool that decodes a business’s financial statements and provides actionable insights about performance trends. Combined with industry benchmarks, the BTA helps business owners actually use their financial statements to manage their business and increase value.

Additional information regarding our staff and our experience can be found at our website: www.capvalgroup.com

Tom Kammerait, Partner, von Briesen & Roper, S.C.

We find that many business owners get “busy” with urgent matters for their businesses, and frequently may need or want help with longer range strategic planning.  Once the proper foundation is established for value drivers for your business, we will examine possible action steps to consider.  These steps should serve to support stronger profitability and growth for your company.

Topics to be explored will include the fundamental importance of company culture in your campaign for talent acquisition, as supported by your leadership and management teams.  Methods to critically analyze your marketing and sales channels and the use of customer and supplier analytics will also be explored, along with tax planning and risk management considerations. 

Takeaways will include techniques to engage and motivate your management team, and planning and strategies for enhanced customer and supplier relationships, tax planning and action steps to take your business to the next level. 

 As a result of your participation, you can expect the following deliverables:

  • Methods to motivate and align the interests of executive management with your own
  • Creating barriers to entry for your competition
  • Steps to address the current talent shortage
  • Techniques to enhance the scalability of your business and its value
  • Structural tactics for addressing and managing risks

About Tom Kammerait, Partner, von Briesen & Roper, S.C.

Tom represents businesses on all aspects of their corporate and business needs including transactional matters, tax, general corporate, real estate, technology, and estate planning issues. Tom generates value by helping clients set priorities for enhancing the value of their businesses and identifying risk management strategies, on a tax-efficient basis. He is also a CPA, so his knowledge of accounting gives him a quick understanding of client financial matters, and a rapport with their accountants.

Tom is frequently consulted on strategic initiatives for owner-operated businesses.  Tom serves as either a board member or counsel to several manufacturing and distribution companies.  Tom is also involved with numerous family-owned businesses, trade associations and community-based non-profit organizations.

Von Brisen LogoVon Briesen & Roper S.C. | Milwaukee, Wisconsin

Founded in 1904, von Briesen & Roper, s.c. is a Wisconsin-based firm of more than 180 attorneys in offices located in Milwaukee, Madison, Waukesha, Oshkosh, Appleton, Green Bay, Neenah and Manitowoc. Our practice is global, national, regional and local and we are regularly chosen by industry leaders for their most significant and complicated legal matters while at the same time assisting growing businesses, startups and entrepreneurs in addressing their legal needs. Neither “Big Law” nor a “small firm”, we fit the niche that sophisticated consumers of legal services seek.

Additional information can be found at: www.vonbriesen.com 

Register Below!

September 25, 2019

Fluno Center • Skyview Banquet Room on the 8th Floor • 601 University Ave, Madison, WI
8:30-12 CEO/Owner Session • 1:30-5 CFO/Finance Session

Dan LoichingerAbout Loichinger Advantage

Loichinger Advantage LLC serves Wisconsin companies ready to enhance leadership capability, foster organization growth and drive marketplace advantage. As the founder and principal, Dan works exclusively with CEOs, executives and business owners from independently-owned, middle-market businesses.

Dan is dedicated to the important work of building leadership capability and the impact leaders have across their teams and organizations, and even more important, fostering jobs and economic development with communities.

Learn more about Loichinger Advantage at loichingeradvantage.com