Strategies for Maximizing Your

Exit.
2016 Innovation Symposium
August 23-24, 2016
Harvard University, Cambridge MA

ABOUT THE SUMMIT

Entrepreneurs and family business owners at some point face the critical
decision of whether, when and how to exit their business. A strategic
approach is needed to ensure that the process runs smoothly and brings the
maximum return on investment. This means carefully preparing to sell,
understanding your key business drivers, and properly marketing your
company to strategic buyers.

The 2016 Innovation Symposium, Strategies for Maximizing Your

Exit, will provide an opportunity for you to learn and craft a perfect exit
strategy. Business experts will share best practices and there will be plenty
of opportunities to network with like-minded private business owners. This
unique Symposium has been designed so participants leave with a solid
understanding of how to effectively plan a business sale and how to
maximize the value of your business in a global marketplace.

How do you know when the timing is right to sell your business?

What can you do to make your company more attractive to potential

buyers/investors?

Are there different strategies you should employ when positioning with
national vs international buyers and strategic vs financial investors?

How do you get your business in front of the most qualified and
strategically interested buyers?
 This executive educational Symposium will answer these questions and cover
the many strategic decisions involved in any exit strategy and deal process.
This includes:

Proactively determining the optimum timing of an exit.

Understanding the strategic and competitive drivers of your business

that will maximize its value in the eyes of investors.

Surrounding yourself with the right professionals who will have your
best interests in mind.

Planning for and navigating the various steps of the business deal.

Reaching your personal aspirations as you transform your business

success into personal victory.

Looking back on the experience and knowing you made the right
decisions.

The 2016 Innovation Symposium will be held at Harvard University in

Cambridge, MA, providing participants with a unique opportunity to learn
from world-class authors, speakers and experts in areas such as life planning,
private wealth management, financial strategies, divestitures, mergers and
acquisitions.

The two-day Symposium is structured with interactive sessions that use

Harvards proven case study model where participants learn from real life
examples and work with peers to solve problems. This format is
complemented by in-depth discussions with business owners who will share
their own personal experiences, best practices, and the challenges they have
faced when exiting. With plenty of networking and socializing opportunities,
the two-day event will be an immersive experience that allows you to learn
as well as connect with like-minded business professionals.

The 2016 Innovation Symposium is an exclusive invitation-only event.

Owners or controlling shareholders of mid-market private businesses (US$50
million+), across all industry sectors and international regions, are invited to
apply to be selected as a participant at this unique event. Successful
applicants will have their Summit costs (US $2,500 value per person)
covered by our Sponsor, STS Capital Partners; however, travel and hotel
expenses are the responsibility of individual participants. Attendance for this
exclusive event is limited, so we encourage you to apply as soon as possible.
 2016 Innovation Symposium: Strategies for
Maximizing Your Exit
Thank you for your interest in our 2016 Innovation Symposium: Strategies
For Maximizing Your Exit. The information you provide will give us a
comprehensive picture of your companys history; past and present
performance; and challenges and successes. Please use the questions as a
springboard to a fuller description and discussion of both the company and
your leadership role.

This application is by invitation only. Eighty candidates will be selected for

enrollment in the Summit.

SECTION 1: COMPANY OVERVIEW

*1. What is your full name?

*2. What is the name of your company?

*3. What is your company's address?

*4. What is your phone number?

*5. What is your email address?

*6. What is the URL of your company's website?

*7. What is your position at the company?

*8. Are you a majority shareholder of the company?

Yes
 No

*9. Is your company a private, entrepreneurial or family business?

*10. Describe your companys products and/or services.

*11. What year was the company established?

*12. How many people does the company employ?

*13. What was the average Employee Turnover Rate for the past 2 years?

SECTION 2: LEADERSHIP
INFORMATION
*14. How would you describe the state of the company when you established / first
joined it?

*15. How would you describe its current state?

*16. When you think of the company, what makes you most proud?
*17. What has been the most challenging situation you have dealt with?

*18. What would you describe as your unfinished business?

SECTION 3: REVENUE
INFORMATION
*19. What is your current annual revenue?

Less than US $25M

US $25M - 50M

US $50M - 75M

US $75M - 100M

US $100M - US$150M

US $150M +

*20. What is your current EBITDA?

Less than US $10M

US $10M - 25M

US $25M - 50M

US $50M+
*21. Please provide a comparison of present revenue to past five years revenue
figure.

*22. Do you have recently audited financials available?

Yes

No

*23. Have you had a company valuation done?

Yes

No

24. If so, when and what was the valuation?

SECTION 4: SECTOR INFORMATION

*25. What is your industry sector?

*26. Who is your most formidable competitor and why?

*27. What is your market share relative to your competition?

*28. How does your companys financial performance compare to that of the sector
in general?
*29. What does your company do well that no-one else in your sector can do well?

SECTION 5: EXIT INFORMATION

*30. Are you considering exiting, merging or buying a business in the next 2-4
years?

Yes

No

*31. How would a merger/acquisition affect the companys stakeholders, e.g.

employees, board members, customers, investors, etc.?

32. What role in the company do you see for yourself during and after a
merger/acquisition?

Thank you for completing the survey. Please click the DONE button below. We will
review your application and let you know our decision soon.
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