Transaction Bootcamp
Hexagon Capital Alliance
Transaction Bootcamp
For Business Owners and c-suite Officers
Thursday, April 20, 2023
Newport Beach, CA
Thinking about a transaction in the next 1-3 years?
How prepared is your team and your business for the intrusive and demanding transaction experience?
The lack of preparation will trigger delays, create frustration and frequently result in value erosion.
Our process begins with client preparation.
We invite you to attend our one-day Transaction Bootcamp to learn about key steps of the transaction and how to prepare your business for each.
Hexagon and professional subject matter experts will present on the following transaction topics:
08:15 AM
Transaction Process with Timeline
08:45 AM
Accounting – Quality of Earnings & Tax Minimization
09:45 AM
Financial Model Spanning Historic & Projected Periods
10:30 AM
Break
10:45 AM
Operations
11:00 AM
Marketing & Sales
11:15 AM
Information Technology & Cyber Security
12:00 PM
Lunch
01:00 PM
Human Resources
02:00 PM
Legal
03:30 PM
Representation & Warranty Insurance
04:00 PM
Estate Planning
04:30 PM
Break
05:00 PM
Reception
More Details Provided Upon Registration confirmation
Registration
For additional information, please email Tais Pacheco at:
tpacheco@
or call (949) 701-0091