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How to Create a Profitable Transition of a Business
This panel-driven session will help any executive who is thinking about starting or is already involved in exiting or transitioning a business. Whether you are the owner or an advisor to clients looking at an exit strategy, this session will help you understand today’s M&A marketplace. What drivers increase or decrease value? How does private equity play a role in M&A? What do you need to do before taking your company to an investment banker or broker? What is a common timeline to get the deal done?

Understanding the value of a company and creating a tax strategy are core elements to optimizing the net proceeds and/or transfer family wealth. Our panel includes specialists in tax, valuation, M&A, and industry benchmarking data. The event is for leaders considering next steps or it can be used as a resource for younger professionals to learn more about the topic.

Feel free to forward this invite to any peer or client that you feel might need to learn more about this process. If you are a family run business looking at a succession, your family members may benefit from this. If you are a banker, lawyer, association leader or a consultant, feel free to forward this to your members or professional teams as well.

Jan 19, 2022 10:00 AM in Mountain Time (US and Canada)

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