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Shape Your “Successful” Exit

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Shape Your “Successful” Exit

Half-Day Workshop for CFOs & CEOs

Friday, October 19th
Bernstein Global Wealth Management, San Francisco
555 California St, Ste. 4400, San Francisco CA 94104
7:30 am – 2:00 pm
Breakfast and working lunch included

  • Do you want to ensure that your company is prepared for an exit within the next 3 years?
  • Are you looking for clarity on how to best navigate your exit?
  • Has your CEO had prior exits that s/he is not entirely happy with, and wants to shape a different outcome for your company, team & key stakeholders?
  • Is your definition of “success” more than maximizing his/her personal stake?
  • Would you like to develop a roadmap for an optimal return for collective sacrifices and labor?

Take the Driver’s Seat

An M&A process is a high pressure situation full of unseen risks. Receiving an unsolicited offer is the wrong time to realize that you should have started your planning years before! Corporate alignment and cultural fit are the central driving forces to shape your deal and ensure the highest likelihood that acquisition is a success, and your earnout gets paid. Price is not the only criterium. Prepare now so that you can control the process and stage your company for the best exit.

Master the Art and Science of Shaping an Exit on Your Terms

No executive has a lot of spare time.  However, as the steward of your company, participating in this half-day workshop will be among the most important actions you take. In the same way that your business should not be tactics-driven, you and your CEO, need to have a strategic framework and clear roadmap for your next scenarios.

Key benefits of this workshop include:

  • Develop a strategic exit plan before you get the call
  • Elevate above day-to-day execution; plan with the end-game in mind
  • Get full vision on pre and post transaction dynamics so you can identify potential landmines
  • Understand the pros and cons of hiring an investment banker: do you need one, and if so, when to engage and what to expect?

Workshop Agenda:

This workshop is led by Cathy Chiu and Ron Yu who, together, have decades of M&A execution and operating executive experience to dive deeply into M&A strategy-to-execution, team alignment disconnects, and critical issues often neglected to ensure post-deal success.

Key topics in this highly interactive format include:

  • What Success Looks Like: What are your company’s specific circumstances, goals and exit scenarios?
  • Ideal Exits: Financial metrics, strategic objectives, people plan, cultural fit, successful outcomes.
  • Stakeholders Review: Get ready for the hidden agendas and politics!
  • Shaping the Exit: Understand potential acquirers’ perspectives, how to approach & negotiate, identify barriers to a deal.
  • Technical Training: Legal preparedness

Workshop Leaders:

As Group Directors with the Alliance of CEOs, Cathy Chiu and Ron Yu are adept at directing deep group exchange on critical strategic topics. This workshop will be conducted in a highly interactive dialog format (vs. lecture) with a focus on specific business situations in the context of planning for an exit. While there is plenty of content to get through, it will be covered in a business case study fashion.

Catherine Chiu, Managing Partner of Falcon Associates, has built her M&A experience from all sides of the negotiating table. She has advised public and private companies in acquisition, strategic joint venture and sale as an investment banker, closing deals from $5 million to $1 billion. She has been part of the corporate executive team in executing acquisitions, and negotiated exits on behalf of portfolio companies while in venture capital. She is also an active angel investor (Co-President of Berkeley Angel Network), and has honed her investment diligence experience by engaging with many early-stage companies. Cathy brings to her M&A advisory work not only financial expertise, M&A process management and negotiations experience, but perspectives gained from client situations, peer-advising discussions, and portfolio companies’ challenges. Cathy believes deeply that it is important to shape successful M&A outcomes by paying close attention to building in wins for everyone, at all stages of the process.

Ron Yu, Managing Partner of ExecCatalyst, is a high-tech executive coach with a passion for helping C-level executives grow as leaders and removing people-friction within their teams that impede business execution. His clients bring him in to confront team alignment challenges and to create high functioning teams who communicate and collaborate effectively. Prior to this and over the course of 20+ years, Ron has held executive/ VP roles in marketing and customer services for some of Silicon Valley’s best-known companies e.g. Oracle,, Hyperion, etc. in addition to several venture backed startups. Having an “insider’s view” to M&A transactions enables him to read the people motivations and to assess cultural fit misalignments that become the source of integration failures. Ron is also a Platinum Partner of Financial Executives International – Silicon Valley, a national membership organization for CFOs with 12,000 members across 65 chapters.

Allison Leopold Tilley, Partner of Pillsbury Winthrop Shaw Pittman LLP, has been named one of the top “Women Leaders in Tech Law” by The Recorder for five consecutive years, Silicon Valley partner Allison Leopold Tilley advises technology companies, including on their formation, venture capital financings, multibillion-dollar M&As, securities transactions and board governance. Repeatedly recognized by Best Lawyers, Allison represents startups, emerging growth entities, venture capital firms, entrepreneurs and multinational public companies regarding a wide range of corporate matters. As counsel to acquirers and target companies, she has closed billions of dollars in M&A deals for technology companies. Allison advises on private placements, public offerings, venture funds and joint ventures, and general corporate transactions. Allison serves on Pillsbury’s managing board.


Stephen Osborn, A Partner at Osborn McDerby, Steve is a business-minded attorney with broad-based corporate law and business management expertise. He regularly advises companies and investors on mid-market merger and acquisition (M&A) transactions, corporate finance, intellectual property, and general corporate matters. Steve also has experience advising clients with respect to exit strategies, business development and structuring complex business deals. Prior to Osborn McDerby, Steve was General Counsel and Vice President, Business Development of venture-backed health software company CoreMD. Prior to that, Steve built a strong legal foundation at top international law firms, representing clients such as Motorola, Nokia, Yahoo!, Essex Property Trust and Citibank.

Event Information:

Half-Day Workshop for CEOs

Friday, October 19th
Bernstein Global Wealth Management, San Francisco
555 California St, Ste. 4400, San Francisco CA 94104
7:30 am – 2:00 pm
Breakfast and working lunch included

WHO should attend:

Up to two participants per company (maximum 10 companies): CFO, CEO or Board member

FEES: $3,850 per company
FEI Members only $3,450

Register now:

Email or Call Micky @ 408-821-0732

Meal Type

Breakfast, Lunch


CPE Credits

Five and a half (5.5) CPE credits available. Field of Study: Personal Development

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.