Financial Management for the Closely Held Business

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					Seminar Presenters                                            Seminar Outline
David Enger                                                    Business Facts
Dave is a former bank vice president                           Building Transferable Value
and founder of the Business & Bank-
ing Institute of Seattle, Washington.                         The Closely Held Business
He is active in investment banking,
merger and acquisition activities, ap-
praisals of closely held business inter-
                                                               Business Owner Transition
                                                               Business Life Cycle
ests, financial consulting, transition
                                                               When Companies hit the Wall
planning and financial seminars for
business owners and bankers. Dave                              Effectively Dealing With Personalities                    for the
also has firsthand experience as the                           Creating Focus Around the 5 P’s of Profitability
CEO and owner of closely held and public firms and is the
former President of US Foods Inc.                              Working on Your Business While Working in Your Business   Closely Held
David received his BS and masters in business administra-
                                                              Effective Use of Financial Statements
                                                               Case Study
tion from the University of Montana in 1972. Currently,
David serves on several business boards and is the CEO         Analysis of Financial Statements
of Pacific Coast Banking School as well as a top-rated         Ratio Analysis
instructor at many of the nation’s banking schools, includ-
ing Pacific Coast Banking School at the University of          Financial Impact
Washington and the Graduate School of Banking at the           Financial Cause and Effect
University of Colorado.
                                                              Financial Plan and Cash Budget
Kyle Enger                                                     Case Study
                                                               Projected Income Statement
Kyle D. Enger is a founding partner
and principal at BBI Financial where                           Projected Cash Budget
he is active in the consulting, training                       Understanding Cash Flow
and structuring merger and acquisi-
tion transactions. In his role as a                            Cash Flow Versus Net Profit
consultant, Kyle specializes in work-                          Sources and Uses of Cash
ing with closely held companies in the
areas of financial management,
valuation and preparation for sale. As                        Strategies for Growth
a trainer, Kyle’s engaging presenta-                           Predicting Financial Needs                                Sponsored by
tion style has made him one of the                             Calculating the Financial Gap
most requested presenters at all of
the countries top banking schools. Kyle has taken a lead       Sustainable Growth Rate                                   Western Montana Chapter
role in structuring and negotiating complicated merger and     Case Study
acquisition transactions, with deal sizes ranging from $5
million to $200 million.                                       Asset Financing
                                                               Structuring Debt

Kyle sits on several corporate board of directors and is an   Valuing Your Company
Associate Director of Pacific Coast Banking School. Kyle
holds a B.S. from the University of Washington and an          Valuation Methods
MBA from the Smith School of Business at the University        Increasing Transferable Value
of Maryland where he was named entrepreneur of the
                                                               Preparing For Sale
                                                                                                                         September 28 & 29, 2011
General Information                                    Seminar Information

                                                                                                                                                                                                                                                                                                   calculator to class
                                                                                                                                                                                                                                                                                                    for use with the
                                                                                                                                                                                                                                                                                                     Please bring a

                                                                                                                                                                                                                                                                                                      case studies
Itinerary (for both days of seminar)                   Seminar Dates
8:00 am          Continental Breakfast                 Wednesday, September 28 &


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8:30 am          Work Session Begins
                                                       Thursday, September 29, 2011
10:00 am         15 Minute Break
12:00 pm         Lunch

                                                                                                                                                                                        Tax Deductible Fee: $400.00 (includes course text, workbook materials, seminar, breakfasts, and lunches)
1:00 pm          Work Session Resumes                  Seminar Location
3:00 pm          15 Minute Break

                                                                                                                                                                                                                                                                                                                                                        Western Montana RMA c/o US Bank, Attn: Darren Simshaw, 2801 Brooks St., Missoula, MT 59801
                                                       Ruby’s Reserve Street Inn
5:00 pm          Session Complete

                                                                                                                                                                                                                                                                                                                                                                                                                                                     For questions contact Darren at (406) 523-2321 or via email at
                                                       4825 North Reserve Street
Enrollment                                             Missoula, MT 59808

                                                                                                            Registration Form for: Financial Management for the Closely Held Business
Classes are limited to 40 participants to allow for    (406) 721-0990
individual attention and discussion of specific
cases. Complete the attached registration form
and return it with your payment by September 23,
2011. Confirmation of your registration will be
                                                       Why You Should Attend
made before the seminar begins.                        Businesses face tough challenges and unique
                                                       opportunities. The financial success or failure of
Seminar Fee                                            a business lies in its owners ability to manage
                                                       through the challenges and capitalize on the
The seminar fee for this program is $400.00 per        opportunities.
person. This fee includes text, workbook, seminar
materials, continental breakfasts and two lunches.

                                                                                                                                                                                                                                                                                                    Return Registration Form & Make Check Payable to:
                                                       Now you can learn to proactively control the
Tax Deduction & Education Credits                      finances of your company through business-
All expenses for continuing education (including       tested financial management techniques and


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                                                       maximize profits through more informed deci-

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Title_________________ Telephone_______________
registration fees, travel and other related ex-
penses) undertaken to maintain and improve pro-        sion making.
fessional skills are tax deductible. (Treas. Reg. 1-
162-5, Coughlin vs. Commissions, 203F 2d307).
                                                       This two-day seminar explains in simple, clear
This seminar is eligible for 16 hours of continuing
                                                       language what financial management is and
education credits.
                                                       why it can greatly improve your profitability. We
                                                       guarantee that you will walk away with tangible
Cancellations                                          tools that you can put to use immediately in your
If you must cancel your registration, a full refund    own company.
will be made if we receive the cancellation at least
14 working days before the seminar begins. Can-
cellations made with less than 14 days advance
notice will be subject to a $100 cancellation fee.
Refunds will not be granted after the class has

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