Session 5: How to Obtain Financing – and the Options
Session recordings available on-demand.
If you’re considering buying (or selling) a business, there may never have been a better time – believe it or not. But for optimal results, you’ve got to have an in-depth understanding of the process.
Presented by Barnes Dennig and the Northern Kentucky University Center for Innovation and Entrepreneurship’s E-TAP Program, this 6-part master class by noted M&A expert and MBA professor Dino Lucarelli, CPA will lead you through a roll-up-the-sleeves deep dive that will help you build the right foundation for your transaction, whether you’re buying, selling, or looking at the options.
- How the Deal Process Works
- Deal Structure Options – and the Pros and Cons
- Cost of Capital and Net Present Value Analysis
- Valuation Methodologies
- How to Obtain Financing – and the Options
- Doing Due Diligence and Quality of Earnings Analysis
Get the details – explore course curriculum
This event series is presented free of charge by Barnes Dennig and the Northern Kentucky University Center for Innovation and Entrepreneurship’s E-TAP Program.
About Dino Lucarelli
With over 30 years experience in public and private companies of all sizes, Dino has an extensive history of leading business acquisitions and divestitures. After serving as CFO for two public companies (including winning The Cincinnati Business Courier’s CFO of the Year Award), he founded Lucarelli Tactical Group in 2003 to offer succession planning, capital raising, mergers & acquisitions, business valuation and financial management services.
In 2019, he led his own merger with regional powerhouse accounting, advisory, and consulting firm Barnes Dennig. In addition to holding his CPA license, Dino is also a university adjunct professor teaching MBA classes in Private Company Sale and Valuation, Mergers and Acquisitions, and Corporate Finance, the course on which this series is based.
About the NKU E-TAP program
According to the NKU Center for Economic Analysis and Development, there are more than 3,000 firms in Northern Kentucky with business owners who are 50 years of age or older, and research (Duff, 2017) estimates 72% don’t have a succession plan.
Many NKU students and alumni desire owning their own business, but lack the capital or knowledge of opportunities to launch a successful venture. With a growing number of aging businesses for sale now and coming up for sale over the next 10 years. NKU’s Center for Innovation and Entrepreneurship developed the Entrepreneurship through Acquisition Program (E-TAP) to help NKU students and alumni make the exciting transition between seller and buyer through added value and visibility.