August Meeting Information - Mark your calendar
Topic: "How to Prepare Your Company for Sale, Including an Update on the Capital Markets"
Speaker: Barry W. Lutz, Managing Director with Green Manning & Bunch
Place: McCormick & Schmicks
2575 E. Camelback Road
Phoenix, AZ 85016
Time: 11:30 AM
Date: August 23, 2010
Cost: $40 - RSVP REQUIRED
RSVP's Due by Friday, August 20 at Noon.
Cancellations must be received by Friday, Saturday 21st at Noon.
Registration Process:
1. Send an email to PhoenixCEOCFO@gmail.com with "RSVP" in the Subject Line
Include the following:
Meeting Date (Example - "RSVP for December 14th, 2009 Meeting"
Name & Position
Company & Website
Email Address and Phone Number
State Payment Method - Paid Online or Check/Cash at the door
2. If Paying Online, please do so before the meeting
Please Note - Our Attendance & RSVP Policies have changed - Please view them before you RSVP. Contact Michael Swiszcz at michael.swiszcz@gmail.com with questions.
Review RSVP & Attendance Policies.
Pay for your meeting online here - Remember to RSVP via email if you pay online.
Pay with your Credit Card online below or Cash/Check at the door.
Checks made payable to "Phoenix CEO-CFO Group".
About the Presentation:
Mr. Barry W. Lutz will be sharing some of the following information on preparing your company for a sale and also an update on capital markets. Bring your Peers, Boss and of course, your questions.
- How and when should you begin preparing to sell your company?
- What are the six key considerations that should be analyzed as a part of pre-sale diligence?
- Deal makers & deal breakers - What company characteristics are attractive / unattractive to strategic and financial buyers?
- What is the current state of the capital markets and how might this impact a company's ability to sell or raise debt / equity capital?
About the Speakers:
Barry W. Lutz, Managing Partner - Barry Lutz is a managing director with Green Manning & Bunch in the firm's Phoenix office. He has 15 years of experience in mergers & acquisitions, corporate advisory, private financings and management consulting with a broad range of public, private and private equity clients. Barry specializes in mergers & acquisitions, institutional private placements of debt and equity, and strategic advisory services for clients in the middle market. He is a former investment banker with UBS Investment Bank and Credit Suisse, and a senior management consultant with Accenture. He holds an MBA with Honors from the University of Chicago Booth School of Business and a BS with Honors from the University of Arizona.
About Green Manning & Bunch:
Visit www.gmbtld.com to learn more about Green Manning & Bunch and how they may be able to help you.