Utah Business Owner Summit
PLANNING A SUCCESSFUL TRANSACTION | AN INVITE-ONLY WORKSHOP FOR OWNERS OF PRIVATELY HELD BUSINESSES
May 29th 2024
Fabian Vancott
95 S State St Suite 2300, Salt Lake City, UT 84111
Agenda
May 29th 2024
2:00
Introduction to Summit
2:15
Should I sell or should I grow?
3:00
What's my business worth and how do I maximize its value?
3:45
Break: Snacks, drinks, meet your peers
4:00
Considering an exit... Now What? Timeline and Gameplan
4:45
Successful Seller Panel: Hear from owners that have already gone through the process
5:30
Cocktail Reception: Drinks & Heavy Hors d'oeuvres
Panelists
07
FEATURED INDUSTRY EXPERTS
01
Raymond James
Ryan Richards
Raymond James- Financial Advisor
With more than 16 years of experience in financial planning and investment management, Ryan has been helping corporate executives, entrepreneurs, and institutions pursue their goals and simplify their financial lives.
Anthony Panek
Fabian Vancott- M&A Attorney / Partner
Anthony Panek represents clients in complex business transactions, fund formation and venture capital, mergers and acquisitions, business formations, stock offerings, and estate planning.
02
Fabian Vancott
03
Meridian Capital
Benton Sturt
Meridian Capital- Investment Banking Director
Benton is a Director within Meridian’s consumer practice, advising business owners on strategic corporate finance, mergers and acquisitions, and capital raising efforts. He also oversees Meridian’s presence in the Intermountain region, based in the Salt Lake City office.
Braxton Savage
Tanner- Transaction Advisory Services
Braxton has over 8 years of audit and business advisory experience. He brings a wealth of expertise to his clients. His comprehensive skill set has been honed through conducting due diligence and providing transaction consulting for companies spanning a wide range of industries and size.
04
Tanner LLC
05
Tower Arch Capital
Ryan Stratton
Tower Arch Capital- Private Equity Partner
Ryan is a Partner at Tower Arch Capital. Prior to co-founding Tower Arch Capital, he was a Principal at Huntsman Gay Global Capital and also worked at Sorenson Capital Partners and Bain Capital Partners. Ryan began his career in Management Consulting at Bain & Company
Ken Grider
Raymond James Investment Banking- Managing Director
Ken Grider is a managing director with Raymond James Investment Banking, serving as the head of the Business Development Group. In this role, he manages the investment bank’s relationships with legal and accounting firms; venture, mezzanine and lower market private equity funds; and Raymond James’ more than 8,100 financial advisors.
06
Raymond James Investment Bank
07
Raymond James
Allyn Shaw
Raymond James- Financial Advisor
Allyn joined Raymond James in 2011 and has dedicated his career to the personal finance profession. Prior to Raymond James he spent a decade working with retirement plans and their participants. He is a CERTIFIED FINANCIAL PLANNER® and holds other notable industry designations. Additionally, he has taught Corporate Finance and Personal Finance courses at the University of Phoenix and is currently pursuing his Doctoral Degree in Financial Planning to continue his teaching and research interests.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Raymond James is not affiliated with the above organizations
The Venue
Fabian Vancott
95 S State St Suite 2300 Salt Lake City, Utah 84111
Parking Instructions: https://fabianvancott.com/slc-visitor-parking-info/
Our Sponsors
Local Industry Experts
