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Selling a Business – What Every CEO, CFO, Business Owner & Board Advisor Needs to Know!

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Our next Transactions Affinity Group Meeting on Wednesday, April 11, 2018. By popular demand, based on the results of our recent TAG meeting survey, our most requested, highest-ranked topics are:

Selling a Business – What Every CEO, CFO, Business Owner & Board Advisor Needs to Know!

Including… Top Mistakes Made in Selling a Businesses

The ‘Exit’ of choice for many venture-backed and other privately-held companies these days is a Sale / Merger rather than IPO. But not all companies are ‘saleable’ and there can be many challenges and pitfalls along the road to a successful Exit. Come and hear seasoned deal experts Jan Robertson and Craig Lilly walk you through the process of properly preparing a business for a Sale/Merger and the importance of working with the right team of professionals for a smooth transaction that maximizes value, while minimizing risk. Peppered with deal ‘war stories’, this interactive discussion should be of interest to all CFOs and senior financial professionals who are, or may become involved in, M&A transaction(s).


Craig Lilly

Baker & McKenzie

Craig Lilly is a M&A/corporate partner in Baker &  McKenzie’s Palo Alto office. He has extensive experience in advising strategics and private equity clients on stock and asset acquisitions, mergers, divestitures, recapitalizations, consolidations, auctions, leveraged buyouts, venture financing and distressed investments, among others. Mr. Lilly frequently writes and lectures on legal and business issues regarding mergers and acquisitions, private equity investments and corporate finance.

Mr. Lilly’s practice focuses on complex cross-border and domestic acquisitions, divestitures, joint ventures, strategic investments, corporate governance, growth financing and advising boards on innovative investment structures. He also represents fund sponsors in connection with structuring and organizing investment funds, parallel investment vehicles, offshore funds, co-investment/side-by-side partnerships, side pocket equity investments and sponsor operating agreements. He also provides transactional and general corporate advice to portfolio companies.

Jan Robertson

Managing Partner & Co-Founder
SiVal Advisors

Managing Partner & Co-Founder of SiVal Advisors, a technology-focused mergers & acquisitions advisory firm located in Silicon Valley, California. Ms. Robertson, a frequent speaker and author on topics related to M&A, has advised numerous clients and boards of directors on a wide variety of transactions over her thirty-year career. Prior to SiVal Advisors, Jan was Managing Director in Needham & Company’s Menlo Park, CA office, where she built the M&A practice from 1997 to 2002, and prior to that was a Managing Director, M&A at RBC Capital Markets in Toronto. She is a frequent speaker on M&A related topics in the U.S. and internationally. In 2012 Jan was honored as one of Silicon Valley’s “Top 100 Women of Influence”.

SiVal Advisors professionals have completed over 500 transactions worth $12 billion in deal value. Based in Silicon Valley with connections around the globe, we serve clients in a range of technology industries including: software, business services, e-commerce, healthcare, and manufacturing, with valuations, growth funding, acquisitions, mergers and sales of businesses.

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Event Information

5:00 PM – 7:00 PM

Networking with drinks and light fare, followed by discussion.

Please arrive early for registration!


Meal Type

Heavy Appetizers


CPE Credits

One and a half (1.5) CPE credits available. Field of Study: TBD

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website,



Registration is closed, please contact Micky at [email protected] for questions.