WEBINAR SERIES

A Business Owner’s Toolbox
for Maximizing Business Value

Clarity Corporate Growth and its business partners ROCG, Pendo Advisors, and Anchin Block & Anchin,
recently presented a six-part webinar series aimed at helping business owners optimize decision-making,
leverage existing assets, and maximize enterprise value. Each webinar is roughly one-hour long.

You can view each one-hour long webinar below. Of course, please feel to contact us
with any questions or suggestions for future topics.


AVAILABLE WEBINARS


1. Understanding Business Value – What Is It Really Worth?

2. Got Money? Liquidity Options for Closely Held Businesses

3. Learn to Run Your Business Like An Investor

4. Looking Forward: Estate Planning Strategies

5. Can An ESOP Work For Me?

6. Ride Off Into The Sunset! Successful Exit Strategies


Understanding Business Value – What Is It
Really Worth?

Your business is likely your most valuable asset (other than your family). However, you cannot open the Wall Street Journal to find its current trading value. Learn what few successful business owners know about Business Value!

Got Money? Liquidity Options for Closely Held Businesses

You might not be aware of the various liquidity options available to your closely held business. This module explores how to assess your company’s needs and objectives, determine availability of funding sources, and review transaction options.

Learn to Run Your Business Like An Investor!

By focusing on the right priorities you can improve your long-term value and your bottom line – even in difficult times. Learn what buyers look for and how to use this insight to grow your business and become more attractive.

Looking Forward: Estate Planning Strategies

Some business owners spend a lifetime building a legacy only to risk having it wiped away because of a failure to plan. That’s why estate planning is essential. This webinar will highlight a number of long-term strategies that business owners can implement to protect their business for future generations.

Can An ESOP Work For Me?

Employee Stock Ownership Plans (ESOPs) provide a unique advantage as a succession planning and liquidity tool. This module can help you better understand the benefits and considerations of selling to an ESOP, accurately value your business, and how to structure the transaction.

Ride Off Into The Sunset! Successful Exit Strategies

While most owners understand the importance of planning, very few have developed a strategy for transition that ensures they will achieve their personal and financial goals. In this presentation we will discuss how to properly plan for your transition out of the business, maximize your exit value, ensure the business remains sustainable through the transition, and the options that are available to you to sell your business.

For questions, please contact:

Stephen Clapp

Managing Partner
Clarity Corporate Growth
clapp@claritycorporategrowth.com
(607) 272-1830 x 211

About Clarity Corporate Growth

Founded in 1994, Clarity offers custom market research, buy-side M&A advisory services, and co-investment capital to Private Equity and Corporate clients. With roots in industrial manufacturing and allied services, our team of investment bankers and research professionals leverage keen market insight and an expansive network of contacts to assist clients in driving organic growth and strategic

About Anchin

Year after year and award after award, Anchin, Block & Anchin LLP is recognized as a top-tier firm nationwide in terms of its size, management, scope of services and work environment. With a staff of 350+ and numerous specialized industry and service teams, the full-service accounting, tax and advisory firm provides privately-held businesses and high net worth individuals with a wide range of traditional and non-traditional services. By offering superior service and work, Anchin has enjoyed long-term relationships with our clients, some for more

About ROCG

ROCG is a professional service and consulting firm with offices throughout the United States, Canada, Australia, and Ireland. ROCG is the only international firm specializing in the areas of business transition strategy, value building, and staging privately owned companies for ownership change or succession. As a thought leader in this field, ROCG was the first to develop a comprehensive Roadmap to Business Transition™ which outlines the steps and milestones business owners need to consider when planning to exit their business and the ways by which they can maximize their business value. Each year ROCG assists dozens of companies through the business transition process which ultimately allows business owners, perhaps for the first time, to consider their exit strategies, build business value, and most importantly, monetize their business in order to meet their personal

About Pendo Advisors

Pendo Advisors, LLC is a boutique financial advisory firm focused on providing institutional quality investment banking, business valuation, and financial restructuring solutions. Our professionals offer a unique combination of experience to clients in the lower and middle markets by leveraging capital markets, investment banking, and valuation experience from the lower middle market to Fortune 500 and multi-billion dollar private equity transactions. Pendo’s professionals are focused on providing investment banking and valuation solutions to private and family-owned businesses, public company board of directors, employee stock ownership plans (ESOPs), and asset managers including private equity firms, hedge funds, and family offices.

Are you an Executive with a track record for success in the
industrial sector and a formative investment thesis?
Contact Clarity Corporate Growth


Get In Touch

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