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Conference

Job Shop Operations

F117: Maximizing Profitability Through Tax Credits, Incentives and Succession Planning: Your Business, Your Terms

  • Date

  • Time

  • Experience Level

    Intermediate

  • Location

    Room S403B

Overview

Whether you're considering selling your company now or in the distant future, strategic planning is essential to maximizing value and ensuring a smooth transition. This session will address key questions such as: What are buyers looking for? What steps should you take in the next 3 to 5 years to prepare your business for sale? And how automation is shaping operators' and investors' views on the metal fabrication industry. With service centers increasingly acquiring fabrication companies, understanding what buyers are seeking is crucial so you don't get left behind. We'll also explore the key factors that impact company value, from financial performance to operational efficiencies, which will help you position your business for a successful sale.

About the Speakers

  • Patrick Hanlon

    Global Location Strategies
    Biography
    Patrick is a seasoned tax consultant specializing in tax credits, incentives, and site selection for manufacturing companies. With a proven track record of saving millions of dollars for clients through strategic planning and incentive negotiations, Patrick brings a wealth of knowledge and actionable insights to the manufacturing community. Currently serving as Principal at Global Location Strategies, Patrick works with companies to optimize their operations and achieve sustainable growth.
  • Cedric Colbert

    Global Location Strategies
    Biography
    As a Senior Consultant, Cedric helps companies make informed location strategy decisions that support growth and long-term success. He takes a tailored approach to each client, carefully evaluating their processes, key drivers, and risk factors to address critical needs related to location, logistics, workforce, and incentives. Cedric plays a key role on the Credits & Incentives team at GLS, leading incentive negotiation projects to ensure clients capture the full value of the benefits available to them.
  • Erin O'Leary

    Pegasus Capital Inc.
    Biography
    Erin O'Leary, MBA, is a serial entrepreneur turned M&A advisor who has lived the full spectrum of business transitions – from building and selling her own companies to managing multi-billion dollar transactions. As Founder of Pegasus Capital, she guides $5-25M companies through successful exits. Currently President of Penn State's Business School Alumni Society Board and Executive Committee Member of AM&AA, Erin speaks nationally on strategic value building and M&A.

Pricing & Registration

Sessions Member Price Non-Member Price
Individual Sessions $195 $220
Workshops $195 $220
Best Value
Full Conference
(5-10 Sessions)
$195 $220

Sessions Member Price Non-Member Price
1 Session $112.50 $125
2 Sessions $202.50 $225
3 Sessions $270 $300
4-8 Sessions $405 $450

Sessions Member Price Non-Member Price
Half-Day Workshops (W4, W11) FREE FREE
One-Hour Sessions (W12, W13, W14, W18) FREE FREE
Two-Hour Sessions (W16, W17) $50 $75
Weld-Ed Conference (W5) $50 $75
Half-Day Sessions (W2, W3, W7, W10) $345 $430
Full-Day Sessions (W6, W8, W9) $565 $665
Two-Day Session (W1) $795 $895
Professional Program (W15) $395 $495

* Non-member price for AWS Welding Full-Day Sessions only includes a one-year AWS Individual Membership.

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