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This is a presentation that will help business owners (and their advisors) who are thinking about a potential future sale event assess their readiness and better understand the market.
Along with covering the topics listed below, there are also some practical tips to implement prior to a sale that will help make the transaction a success, because taking the right steps now to prepare for a future transaction will pay dividends down the road.
1. Business Liquidity Planning + Goals- Kaz Unalan, Director, Tax & Business Advisory Services, GBQ Partners
Kaz gives an introduction to liquidity planning and goals, talking about assembling a team of advisors, timing, and liquidity options.
2. Market Dynamics- John Herubin, Managing Director, Edgepoint Capital
In John's part of the presentation, he discusses Valuation + the Current State of the Market.
3. Getting Your House in Order – Eric Duffee, Co-Chair, Mergers + Acquisitions Practice, Kegler, Brown Hill + Ritter
In Eric's presentation he discusses common pitfalls as well as organizational and operational strategies to adopt prior to engaging in sale process.
4. Tools and Resources - Charles Jarrett, CFP, CPWA, CRPC, Sr. Vice President, Merrill Lynch Private Wealth Management
Charles closes out the presentation will a few tools and resources to keep in mind following the presentation.