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1/18/17 - Lunch & Learn Series - How Do I Maximize My Company's Value for a Future Exit Event?

“How Do I Maximize My Company’s Value for a Future Exit Event?” presented on January 18, 2017 from 11:30 am to 1:00 pm at Blake Street Tavern*. During this session, you will learn important steps you can take to make your business more attractive and valuable to prospective buyers or for an IPO, such as ensuring favorable contract terms with clients and vendors, implementing and maintaining a corporate governance structure that ensures a smooth process and reduces uncertainty, ensuring compliance with laws, and mitigating risk to reduce personal liability. It is important to think about these things before you let the buyer “look under the hood” to drive value and maintain bargaining power, not to mention make the transaction smoother and more efficient.

This topic will be presented by Fortis attorneys Julie Herzog and Kip Wallen, both of whom specialize in corporate, securities and merger and acquisition transactions. With over 20 years of experience in “big law” and at Fortis, Julie has handled transactions valued at over $4 billion for public companies and investment banks and enjoys working with a diverse clientele that ranges from Fortune 100 corporations to startups, family offices, and venture capital and private equity funds. Kip, who recently completed the Association for Corporate Growth Leadership 20 program, has assisted a number of clients with entity formation and dissolution, equity offerings, securities filings, employment issues, corporate governance matters and financing and merger and acquisition transactions.

Julie’s biography can be found here, and she can be reached at or (303) 295-9707. Kip’s biography can be found here, and he can be reached at or (303) 407-2041.

The presentation materials can be found here and here.