Thinking About Buying or Selling? Get Tips from Experts
The challenging farm economy has contributed to a climate in which companies are considering change: merging, selling, or buying.
KCoe, an agricultural consulting and accounting firm, will join members at the Marketing & Distribution Convention in San Diego to offer tips on preparing for such a transaction and maximizing its value.
KCoe contributed an article on this topic to the summer issue of Ag Innovator, and it was so well received, we want to continue the conversation.
Speakers Dave Burger and Kathleen Walton will talk to members at the convention about:
- Key elements of a successful sale or purchase
- Matching goals with outcomes in buying and selling
- How to identify buyers and sellers
- Sales process: options and overview
- How to (or should you?) create a competitive process
- Eliminating landmines
- Role of diligence as a buyer or seller
- Financial considerations when purchasing.
 Walton leads KCoe’s outsourced CFO services and investment banking practice. She is a corporate and M&A attorney and was a partner at a $500 million private equity firm, where she negotiated and evaluated dozens of acquisitions. |
 Burger is a CPA who focuses on agricultural manufacturers and guides family-run businesses in seizing opportunities and avoiding mishaps as they evolve and grow. He has a deep knowledge of tax programs specific to manufacturing. |
“Buyer or Seller? How Preparation Can Maximize Value,” is 10:30 a.m. to noon on Wednesday, Nov. 2. To protect the privacy of participants, Burger and Walton will respond to questions submitted on paper or by text message.
To see the article KCoe contributed in the summer issue, go to FarmEquip.org/AGI. Look for a story in the fall issue about succession.
And, stay tuned for news about how the Association may partner with KCoe to bring even greater value to members.