Los Alamos National Laboratory DisrupTECH
Exit Strategies Series – Using Succession As An Exit Strategy
The Exit Strategies Series offers five fact-filled sessions designed to give you information on everything you need to know before deciding on when and how to buy or sell your business or engage in succession planning. Gather a wealth of information from the experts in each two-hour session.
Fee & Registration
Sessions are $49 each or $199 for the entire series
CLICK HERE TO REGISTER
Light breakfast and beverages provided
USING SUCCESSION AS AN EXIT STRATEGY
Have you ever thought about using Succession Planning as an exit strategy? This session explores the circumstances in which that would work as the best exit strategy. You’ll learn how to design a succession transaction that is win/win for owners and successors, then you’ll use a hands-on exercise to make sure that this plan will work for you. Build a timeline and progressive process for implementation.
• Circumstances which dictate succession as the best exit strategy
• Succession transactions that are win/wins for owners and successors
• Determination if a business can pursue succession as an exit strategy
• Designing a progressive process for implementation
Instructor: Michael Podolny
Michael Podolny, Succession Planning
Michael Podolny
Michael Podolny is the founder and President of The Podolny Group, Inc., a consulting business with offices in Chicago, IL and Albuquerque, NM specializing in assisting owners in getting the highest value from their businesses when they decide to exit.
Michael Podolny has over 35 years of experience working with business sale and succession issues. With a track record of having closed transactions with a value well over $500 million, he understands the realities of what it takes to get desired outcomes for business owners.
This series is offered by by:
Exit Strategies Series – Employee Stock Option Plans
The Exit Strategies Series offers five fact-filled sessions designed to give you information on everything you need to know before deciding on when and how to buy or sell your business or engage in succession planning. Gather a wealth of information from the experts in each two-hour session.
Fee & Registration
Sessions are $49 each or $199 for the entire series
CLICK HERE TO REGISTER
Light breakfast and beverages provided
EMPLOYEE STOCK OPTION PLANS:
Have you ever considered an ESOP for your business? This session will give you the history and background of ESOPs while giving you a heads up on what it is and what it isn’t as well as the business characteristics needed before considering an ESOP for your company. In this session you’ll gain valuable information on the advantages and disadvantages and discuss the possible benefits to employees. You’ll hear success stories and gain access to resources that you can use after you leave the session.
• What it is and what it isn’t
• History and background
• Important business characteristics before having an ESOP
• Advantages and disadvantages to business owners
• Benefits to employees
• Success stories
• Available reference information and resources
Instructor: Dennis Houston
Dennis Houston
Dennis Houston, Business Sale Process; Acquiring a Business; Employee Stock Option Plans
Dennis Houston is CMA and president of True North Business Navigation Professionals. His executive career as a Controller, CFO, Vice-President, and corporate officer has spanned over thirty years and includes positions in private industry working at Enviro, Ktech Corp, and General Technology Corp. His career also includes working as a private consultant for mid-market business owners planning exit strategies and representing them in the sale of their businesses. He has supported Albuquerque Economic Development and the City of Albuquerque in local existing business development program efforts for the past ten years.
This series is offered by by:
Innovate New Mexico Student Pitch Competition
This will be an exciting event in which you will hear University of New Mexico (UNM), New Mexico State University (NMSU), and New Mexico Tech (NMT) students pitch their technology or business ideas (not-for-profit and for-profit) at a brewery. The audience will view live 90-second pitches from students and participate by voting for the winners!
Sponsored by Bow & Arrow Brewing Co.
Help support these aspiring entrepreneurs who are part of New Mexico’s thriving startup community.
EVENT REGISTRATION
In lieu of a registration fee, please consider a donation to the Pitch Competition Fund at https://www.gofundme.com/pitchcompetition
If you are a student interested in participating or for any general questions, please contact STC.UNM at info@stc.unm.edu.
Exit Strategies Series – Acquiring a Business
The Exit Strategies Series offers five fact-filled sessions designed to give you information on everything you need to know before deciding on when and how to buy or sell your business or engage in succession planning. Gather a wealth of information from the experts in each two-hour session.
Fee & Registration
Sessions are $49 each or $199 for the entire series
CLICK HERE TO REGISTER
Light breakfast and beverages provided
ACQUIRING A BUSINESS:
This session provides a comprehensive framework for selling your business. Take a look at the involvement of business brokers vs. investment bankers. Then ask yourself a series of questions to make sure you’ve covered all the bases. Who needs to be on the team? What’s your timeframe? What part of the business are you selling? Examine components like assets or stock. Consider the marketplace and explore what makes one business more saleable than another, then define your transaction structure including price and terms. This two hour session is designed to save you time and effort in meeting your goal.
• The Selling Process: Business Brokers vs. Investment Bankers
• Creating a team to sell a business
• Timeframe for selling
• Key marketplace variables that make one business more sell-able than another
• Selling assets vs. selling stock
• Transaction Structure: Price and Terms
Instructor: Dennis Houston
Dennis Houston
Dennis Houston, Business Sale Process; Acquiring a Business; Employee Stock Option Plans
Dennis Houston is CMA and president of True North Business Navigation Professionals. His executive career as a Controller, CFO, Vice-President, and corporate officer has spanned over thirty years and includes positions in private industry working at Enviro, Ktech Corp, and General Technology Corp. His career also includes working as a private consultant for mid-market business owners planning exit strategies and representing them in the sale of their businesses. He has supported Albuquerque Economic Development and the City of Albuquerque in local existing business development program efforts for the past ten years.
This series is offered by by:
STC.UNM Presents Innovate New Mexico Student Pitch Competition 4/25/16
ATTENTION STUDENTS! DO YOU HAVE AN INNOVATIVE IDEA FOR A PRODUCT, SERVICE, OR TECHNOLOGY?
Would you like to win money to help turn your idea into a reality? Top 5 teams will split the Innovate New Mexico Competition Fund. Students with product ideas, crazy innovations, a genuine startup, or just a desire to practice their presentation skills are encouraged to enter. Open to New Mexico Tech, New Mexico State University and the University of New Mexico students.
NEW CATEGORY–HIGHER EDUCATION INNOVATION:
DO YOU HAVE AN IDEA FOR THE UNIVERSITY OF NEW MEXICO TO GENERATE NEW REVENUE SOURCES? THERE WILL BE A CASH PRIZE FOR THE BEST PITCH IN THIS AREA!
To be eligible to compete in the Innovate New Mexico Student Pitch Competition, you must submit an application with your video submission by April 11th, 2016.
Instructions and Guidelines:
There will be two rounds in the competition.
Submission Criteria for First Round
Record a 90 second video of a student or team of students delivering an elevator pitch for your business/idea. Videos should capture student(s) delivering the pitch to the camera. The pitch should be delivered in a single take. Videos should not be edited together or produced with visuals or effects. This doesn’t mean it needs to be filmed on the first take, but there should be no post-production done to the pitch (i.e. don’t edit two halves of different takes together). Avoid reading from scripts or cue cards. Please be sure to record the video in a reasonably quiet environment to make it easier for the judges to hear and understand. Avoid recording outdoors or in loud hallways.
A panel of judges will view the video submissions and determine the finalists that will move on to the Final Round at Bow and Arrow Brewing on April 25, 2016. Finalists will be announced by April 18, 2016.
Final Round
Finalists will present a 90-second “live” pitch to at an evening reception on April 25, 2016 from 5:30pm – 7:30pm in front of the business leaders, entrepreneurs, investors, and others in the community. Winners will be determined by audience voting.
Exit Strategies Series – Business Sales Process
The Exit Strategies Series offers five fact-filled sessions designed to give you information on everything you need to know before deciding on when and how to buy or sell your business or engage in succession planning. Gather a wealth of information from the experts in each two-hour session.
Fee & Registration
Sessions are $49 each or $199 for the entire series
CLICK HERE TO REGISTER
Light breakfast and beverages provided
BUSINESS SALES PROCESS
This session provides a comprehensive framework for selling your business. Take a look at the involvement of business brokers vs. investment bankers. Then ask yourself a series of questions to make sure you’ve covered all the bases. Who needs to be on the team? What’s your timeframe? What part of the business are you selling? Examine components like assets or stock. Consider the marketplace and explore what makes one business more saleable than another, then define your transaction structure including price and terms. This two hour session is designed to save you time and effort in meeting your goal.
• The Selling Process: Business Brokers vs. Investment Bankers
• Creating a team to sell a business
• Timeframe for selling
• Key marketplace variables that make one business more sell-able than another
• Selling assets vs. selling stock
• Transaction Structure: Price and Terms
Instructor: Dennis Houston
Dennis Houston
Dennis Houston, Business Sale Process; Acquiring a Business; Employee Stock Option Plans
Dennis Houston is CMA and president of True North Business Navigation Professionals. His executive career as a Controller, CFO, Vice-President, and corporate officer has spanned over thirty years and includes positions in private industry working at Enviro, Ktech Corp, and General Technology Corp. His career also includes working as a private consultant for mid-market business owners planning exit strategies and representing them in the sale of their businesses. He has supported Albuquerque Economic Development and the City of Albuquerque in local existing business development program efforts for the past ten years.
This series is offered by by: