Date: Dec 07, 2022Time: 6:00 PM to 8:00 PM

In-Person Workshop: Make Your Company Stronger by Understanding Its Value

Wed, 6:00 PM to 8:00 PM Oaklins DeSilva & Phillips LLC
Alumni OnlyOther


The most important role for leaders of any business is to build value in the enterprise. Yet most owners and managers of middle market companies lack the single most important piece of information they need to fulfill that role: A clear understanding of what the business is worth right now. This workshop will give a way to establish that value.

Even excellent leaders leave value creation to chance, says Reed Phillips, CEO of Oaklins DeSilva & Phillips and author of QuickValue: Discover Your Value and Empower Your Business in Three Easy Steps.

In this hands-on workshop, Reed and his co-author, business writer Charlie Slack, will demonstrate how managers can overcome traditional valuation roadblocks and quickly and easily determine what their company is worth, based on its unique value drivers, some readily available information on multiples, and the proprietary QuickValue method, recently featured in Harvard Business Review.

Each participant will receive a copy of QuickValue, as well as a companion workbook guiding them step-by-step through the valuation process.

  • To start the program, Reed and Charlie will discuss why valuation is such an essential and often overlooked tool, not just for selling the company or raising capital, but for guiding key long-term strategy decisions, such as which business areas to focus on most, and which to pull back from.
  • Offering compelling, real-life examples, they’ll show why leaders who understand the importance of regular valuation gain a key competitive advantage, while those that ignore valuation risk the future of their business.
  • They’ll detail some of the reasons so many businesses avoid valuations.
  • They’ll describe how the QuickValue process enables leaders to use their own internal staff and resources to produce detailed, defensible valuations that can be seamlessly updated every year, as the business evolves.
  • The discussion will focus especially on value drivers: How to evaluate the essential drivers that make your company different from all others (including those in your own industry), how to rate your performance on each driver to arrive at your company’s Value Driver Score, and how to use that score, in conjunction with industry multiples, to determine your value.
  • Next, participants will use the workbook and break into small teams to consider which value drivers best define their company’s strengths and challenges. They’ll then have the opportunity present their findings to Reed and Charlie and have a back-and-forth dialogue about why they chose the ones they did and why they rated them the way they did.

Participants will come away with a deeper understanding of the importance of valuation as a regular, ongoing part of their business. They’ll have a clear path for undertaking the QuickValue process at their own companies and, thanks to the workshop, will already have a head start towards the answers they seek. Reed and Charlie will also offer online resources from Oaklins and elsewhere to aid the process and will share contact information for those who wish to keep the conversation going.

Please note that no refunds will be issued.

Pre-registration is required and will close at Noon on Tuesday, December 6th, 2023. SPACE IS LIMITED. NO WALK-INS WILL BE ADMITTED.



Reed Phillips

CEO at Oaklins DeSilva & Phillips

In 1996, Reed co-founded Oaklins DeSilva+Phillips, the M&A specialist firm in media, marketing, information and technology. Based in NYC, Reed has been an investment banker for over 30 years during which time he has completed over 225 M&A transactions with companies such as ABRY Partners, Conde Nast, Deloitte, Dow Jones, Capgemini, EAB, The Economist, The New York Times Company, Shamrock Holdings, Time Inc., Televisa, TPG Growth and WPP.

Reed was President and Chairman of Oaklins International, the leading middle-market global investment banking organization, ranked #1 worldwide by Mergermarket for middle-market M&A transactions, from 2019-2021. Oaklins has 850 investment bankers in 45 countries.

He is the author of _QuickValue: Discover Your Value and Empower Your Business in Three Easy Steps_, which was published by McGraw Hill in December 2021.

He holds an A.B. from Duke University with a degree in Management Science.


Charlie Slack

Writer, Editor, Content Specialist

Charlie Slack is an award-winning writer on business, finance and history. In addition to working with Reed Phillips on QuickValue: Discover Your Value and Empower Your Business in Three Easy Steps, he has written four mainstream nonfiction books, most recently Liberty’s First Crisis (Grove Atlantic, 2015). The book tells the story of the Sedition Act of 1798 and the nation’s first great battle over free speech.
As an independent business writer and editor, Charlie works closely with some of the world’s leading financial services firms and other corporations. He holds a A.B. from Harvard, with a degree in English.

Date Time

Date: Dec 07, 2022Time: 6:00 PM to 8:00 PM


Oaklins DeSilva & Phillips LLC90 Park Avenue
24th Floor, New York NY
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  • 55 / Alumni Non-Members
  • 30 / Members
  • 60 / General Public


Ava Seave, MBA 1982

Oaklins DeSilva & Phillips LLC

90 Park Avenue, 24th Floor, New York, NY, 10016