From Strategy to Sale: Increasing Fabrication Business Value and Exit Outcomes

Metal fabrication owners are operating in a market where valuation is increasingly tied to transferability—not just today’s EBITDA.


In the lower middle market, businesses with concentrated customers, undocumented processes, or heavy owner-dependence routinely see discounts, while firms with repeatable operations and a strong management bench can command meaningfully higher multiples and attract more qualified buyers. In this session, Erin breaks down seven practical “value levers” that buyers and lenders underwrite—using real-world benchmarks like customer concentration thresholds, working-capital expectations, and margin performance—to show where value is created (or lost) before a deal ever hits the market. Attendees will leave with a simple scorecard and a 90-day action plan to reduce risk, improve bankability, and increase enterprise value.

Business owners leave money on the table by not planning in advance of their sale. This presentation discusses what owners should do before they go under contract with a buyer of their company to include estate planning, titling of assets for tax planning and charitable intent, operational planning to make sure they have the right leaders and right dynamics in their company, before they say yes to a transaction. The presentation will be presented by top estate planning/M&A attorney, Wealth Planning CFP, and top M&A professionals. We've seen too many business owners lose some of the tools available to them to maximize what they keep in their pocket when they sell by not preparing in advance for this life changing event.