Boston M&A Fundamentals for Consulting Leaders

​Run it like you'll sell it: M&A fundamentals for consulting leaders

Ever wondered what your firm is worth? Or what it would take to sell it one day?

Here's the thing most firm owners find out too late: if you prepare your firm as if you're going to sell it, you end up with a more valuable firm regardless of whether you sell. Cleaner numbers, steadier margins, less reliance on you. Buyers pay for those things, but you get the payoff in the meantime.

This session covers the M&A fundamentals every ambitious consulting leader should know, led by three practitioners who have seen both sides of the deal.

Mark Orttung, CEO of Projectworks, scaled the US services firm Nexient from 200 to 1100+ staff and sold it for 4x revenue. He says preparing for that sale taught him more about what makes a firm valuable than a decade of running it did.

He's joined by Allen Debes, CEO of Koniag Capital, one of the most active acquirers of consulting firms today, who'll share what buyers look for and what puts them off.

Jonathan Hollis, Director of B2B Tech & Services at Harbor View Advisors, will cover the deal side: how a sale works and when it makes sense to bring in an advisor.

Over two hours, we'll cover:

• ​What drives the value of a consulting firm

• ​What buyers evaluate, and what makes them walk away

• ​How a sale works, from first conversation to close

• ​What you can start doing now to build value, whatever your plans

​Bring your questions. There'll be plenty of time to ask Mark, Allen and Jon whatever's on your mind, and to meet other firm leaders thinking about the same things