1. Welcome

2. Schenck M&A Solutions
• Trusted advisor to privately-held middle market
companies and divisions in strategic
acquisitions, divestitures and recapitalizations
• Focus on understanding client’s business
opportunities, risks and objectives, developing
a comprehensive and integrated plan, and
bringing about preferred solutions
• Work closely with attorneys and other trusted
advisors throughout the process to accomplish
a smooth and successful transaction

3. M&A Solutions
• Business sales
• Business acquisitions
• Refinancings/Recapitalizations
• Turnarounds/Restructurings
• Valuations
• Due diligence
• Strategic planning

4. Schenck Resources
• Positioned in large, underserved market segment
between business brokers (<$2MM) and investment
bankers (>$50MM)
• Specialists in all important aspects of an integrated
and comprehensive M&A process
• Industry and business familiarity
• Schenck network of 9 offices and 500 professionals
• AGN network of 195 firms in 89 countries
• Experience, creativity, confidentiality, close
communication, collaboration and trust

5. Our Principals
• Managing Director background
– Lou Banach: business and risk analysis and advice to mid-
market companies; deal structuring, financial modeling,
diligence and timely deal facilitation
– Jim Gettel: mid-market business strategic planning and
management; negotiating and closing acquisition and financing
transactions
• Approach
– peer to peer rapport with owners, executives and directors
– strategic focus, planning and analytical skills
– strong networking relationships and skills
– solid transaction management, support and backup

6. Adding Value to Clients
• Longer-term relationship and perspective
– 3 to 5 year horizon
• Develop an integrated and comprehensive plan
– Understand business opportunities, risks and objectives
• Work with a team of trusted advisors
– Tax, estate planning, wealth management, attorneys
• Achieve client objectives
– Maximize company value
– Ensure business survival and growth
– Minimize taxes
– Determine optimal timing
– Preserve key employee and family harmony

7. Team of Trusted Advisors
• Schenck M&A Solutions specializes in business
acquisition and sale planning and execution
• Business attorneys with mergers and acquisitions
experience
• Wealth management and estate planning professionals
• Business valuation specialists
• Tax specialists
• Due diligence specialists

8. Value of Collaboration
• Provide additional value-added services for your client
(esp. business growth or exit strategies)
• Deepen and strengthen your client relationships
• Position yourself to continue to serve the client during
and after an acquisition or exit
• Collaborate with other professional advisors
• Develop new revenue and referral sources
• Differentiate yourself from other professionals with
similar types of services

9. Questions to Ask About Your
Clients
• What role will your client’s business play in funding
your client’s retirement or estate plan?
• What events or factors would cause or motivate your
client to sell a business?
• Is an Exit Strategy Plan part of the Estate Plan and
Business Plan of your business owner client?
• How accurate and realistic is your client’s
understanding of company value and a plan for
achieving it?
• Who are your client’s trusted advisors for maximizing
value and accomplishing business succession?

10. Questions to Ask Your Clients
• As part of your personal financial planning, have you
thought about how you will eventually get the value
from your company necessary for retirement?
• Do you have a successor in mind, or are you thinking
you will sell the company?
• Have you consulted with anyone about timing,
succession planning or ways to maximize value and
minimize taxes when you eventually sell?*
*Less than 30% of business owners have an exit plan but
those who do (including private equity firms)
demonstrate much better business growth and achieve
a higher value when the business is sold.

11. Contact Information
Lou Banach Jim Gettel
Managing Director Managing Director
Schenck M&A Solutions Schenck M&A Solutions
11414 West Park Place 11414 West Park Place
Suite 200 Suite 200
Milwaukee, WI 53224 Milwaukee, WI 53224
Phone: 414-465-5579 Phone: 414-465-5578
Fax: 414-536-5419 Fax: 414-536-5418
Cell: 414-803-8517 Cell: 414-828-8342
Lou. Banach@SchenckSolutions.com Jim. Gettel@SchenckSolutions.com

12. Thank You