Compact Disc

The Art of the Deal - Acquiring & Developing New Locations
John Walcher, Veritas Advisors, Inc.
(90-minute)

This presentation details the necessary steps to accomplish growth: concept/strategic planning, market analysis, sourcing the transaction, negotiations, valuations/ financial modeling, due diligence and post-closing activities/integration. Learning Objectives: define "inorganic" growth and identify market trends and conditions that make this an effective approach to a growing business; describe the strategic-planning process, identify key characteristics/motivations of successful, growth-oriented companies (as well as some false reasons that lead to bad deals); discuss a system for analyzing a company's existing infrastructure/ability to grow; identify a framework for evaluating growth opportunities and potential; understand the process of executing a deal once an opportunity has been identified; explore solutions to common pitfalls and roadblocks to inorganic growth.