Business Breakout: 10 Steps to Drive Your Business Exit Strategies

Covering as much territory as time will allow this fast-paced content rich session will give business owners an overview of everything they would need to consider when planning the sale of their staffing firm.

Learning Objectives:

  • Identify the three things you must know about your customer base to maximize value
  • Learn which of your team's skills, attitude, and knowledge would be most attractive to buyers
  • How to prepare your financial statements to make the best impression
  • Estimate how far in advance you have to prepare for your exit
  • Patrick Morin

    Patrick Morin is a partner with Transact Capital Partners, a Richmond, Virginia-based investment banking firm that specializes in mergers and acquisitions of privately-owned companies with enterprise values up to $250MM. Transact serves clients in manufacturing, distribution, SaaS, healthcare, logistics and staffing industries. Prior to Transact, he was one of the founding partners of BrightHammer, LLC., a global consultancy engaged by private equity to improve the performance of their invested companies. BrightHammer works with select start-ups, growth companies, and turnarounds to stabilize operations, manage corporate culture changes, and ramp up revenue and employee performance. He was seven years as Senior Vice President with Cornerstone Realty Income Trust, Inc., a New York Stock Exchange-traded company that owned and operated over 24,000 apartments.