Exit Planning 301

This is the final chapter of our exit planning series that builds on the foundations laid in Exit Planning 101 and 201. In this live session, we’ll guide you through the advanced phases of preparing for a business exit. Whether you’re considering selling, passing on your business to family members, or exploring other transition strategies, this webinar is your crucial next step.

Session Overview:

Recap of 101 and 201:

• Exit Planning 101: We revisited the critical need for early and thorough planning, emphasizing protection against the unexpected—Death, Disability, Divorce, Disagreement, and Distress.
  
• Exit Planning 201: Introduced the Value Acceleration Methodology, detailing how to enhance the four capitals: Human, Customer, Structural, and Social, and discussed the importance of 90-day sprints in positioning yourself to choose when to exit.
  

New in 301:

• Understanding M&A Advisors: Learn how an investment banker adds critical value and explore what roles they play in your exit strategy.
• Options for Exiting: A deep dive into the various exit paths, including family transfers, sales to shareholders or employees, ESOPs, refinancing, or even maintaining the status quo.
• The Role of an M&A Advisor:
  • Preliminary sales evaluation and valuation
  • Preparation for sale
  • Raising capital
  • Negotiating sale terms

Special Features:

• Interactive Case Study: Walk through a real-life scenario to see how these strategies are applied practically.
  
• Timeline and Costs: Get a clear understanding of the timeline you can expect and the costs associated with each exit strategy.