How and When to Exit your Business for the Most Profit - a Planned Exit Strategy
7:30 a.m. - 8:00 a.m. Registration and Continental Breakfast
8:00 a.m.- 3:30-4:00 p.m. Session starts promptly at 8:00 a.m.
Morning Session
    • Building value vs. growing a business
    • Value myths exposed - P/E ratios, multiples and book values alone mean less money for you
    • Exit strategy and timing
    • Presenting your financials properly

    • Seeing your business through the eyes of the buyer
    • Explaining your company's past; documenting its future potential
    • Creating your "document of value"

    • 12 steps to take you from the start of the selling process to a successful close
    • Common and costly pitfalls to avoid

Afternoon Session
    • Demystifying M&A jargon - CAPM, discount rate, beta factor, terminal value and more

    • How to identify and approach the right buyers
    • Which buyers to avoid and why
    • Why big companies buy small companies
    • Even the odds when dealing with sophisticated buyers who purchase several businesses each year
    • Why your most likely buyer may not be the best buyer

    • Negotiating mistakes to avoid
    • How professionals may get the best price in the shortest time
    • Managing multiple buyers to obtain the highest possible selling price
    • Deal structures designed to give you more cash with less risk

    • Increasing your total purchase price through stock, royalties, license fees and consulting fees
    • Making your business "pay you" even after you exit
    • Important legal and tax considerations
    • Protecting your lifestyle and estate needs

If you would like to learn more about attending one of our M&A conferences, please call us at 877-213-1792 or click here and provide us with your contact information and we will be in touch shortly.

Video Code  

  • 7:30 am
    Continental Breakfast

  • 8:00 am
    Morning Session:
  1. Business Valuation
  2. Knowing Market Value
  3. Exit Strategy
  4. Getting Maximum Value
  5. Proper Documentation
  6. Proper Positioning
  7. Experienced Advice
  8. Deal Structuring
  9. The Sales Process

  • 12:30pm
    Working Lunch

  • 1:30pm
    Afternoon Session:
  1. Executing the Deal
  2. Establishing Buyer Interest
  3. Presenting the Opportunity
  4. Financial Statements
  5. Forms of Payment
  6. Tax Considerations
  7. Getting Through Due Diligence
  8. Legal Documents to Know

Call 972-232-1100 for information on an upcoming conference near you.

We regularly conduct informational, one-day conferences that provide business owners with an overview of the process necessary to successfully sell your private, middle-market business for maximum value. The information presented in the conference will be a vital part of a strategy to sell your business for the highest possible price.

If you are considering selling your business, want to know how to make your business buyer ready, or are interested in how to grow your business for maximum value upon a future exit, our conference can assist you in understanding and demystifying the mergers & acquisition process and the options that may be available to you.

Please call 972-232-1100 between 8:00 a.m. and 5:00 p.m. Central Time to determine if your business qualifies to attend the conference, complete your registration, and allow us to answer any questions you may have.

Or, by  clicking here, and providing us with your contact information, we will contact you shortly to answer any additional questions you may have and determine if you qualify to attend.

The information presented at the conference is designed for owners of qualifying, privately-held businesses, and advanced registration is required.

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