How to Create and Enhance Value in Your Business Pre- and Post-Deal
Presented By: FORVIS / The Peakstone Group
Discover how to activate, optimize, and pull key value levers to drive growth. You’ll learn effective strategies for strengthening leadership, improving cash flow and branding, establishing culture, and more—all aimed at building value. Whether you’re looking to raise capital, make acquisitions, or even ready your company for sale, you can’t afford to miss the insight offered by this quartet of veteran entrepreneurs and M&A advisors.
Moderator:
Partner
FORVIS
Shaun, a member of FORVIS’ Forensics & Valuation Services, works with a wide variety of clients and organizations providing business valuation services. He has provided services to clients in numerous industries.
He has performed business valuation services for more than 19 years, completing in excess of 4,500 valuations during that time, including valuations for estate and gift taxation, ESOPs, going private transactions, purchase price allocation in accordance with ASC 805, goodwill impairment testing in accordance with ASC 350, C corporation to S corporation conversions, litigation support, dissenting shareholder opinions, stock option grants, fairness opinions, divorce proceedings, mergers and acquisitions, segment spinoffs, buy-sell agreements and other tax, litigation and corporate-related matters.
Shaun is a past member of the American Institute of CPAs (AICPA) Business Valuation Committee, which is composed of 12 valuation experts in the United States. This group provides leading-edge technical guidelines and high-quality educational offerings to CPAs practicing in the area of valuation services.
Panelists:
President & CEO
Bloom Engineering
Dave Boyce has been in a chief executive role for more than 12 years, responsible for cultivating successful businesses with meaningful social and environmental impacts, both locally and globally. A passionate, people-first leader, Dave embraces the different perspectives of his diverse employee base, building strong relationships with his union manufacturing employees as well as his corporate teams around the world.
CFO & EVP ePMO
Zippo
Mr. Hall currently serves as a member of the board, Chief Financial Officer and EVP ePMO of Zipcorp and all of its subsidiaries. Don has been instrumental in corporate strategic planning, product and market diversification, establishing the Enterprise Program Management Office (ePMO) and the development of the Asia Pacific market.
Managing Director
The Peakstone Group
Dean Marshall is a Managing Director at The Peakstone Group, where he is responsible for transaction origination and execution. Dean has extensive experience in merger and acquisition and strategic corporate development. He provides sophisticated advisory services, including M&A and capital raising, to entrepreneur and family-owned businesses.
The Peakstone Group helps business owners exit their businesses at the highest value with the best terms. Peakstone is a Chicago-based investment bank comprised of former Wall Street investment bankers and business executives from a broad range of industries. Combined with a high-touch local market presence, Peakstone delivers world-class execution step by step throughout the transaction process.