What Really Happens When You Sell Your Business – Planning Realities, Pitfalls and Success


What Really Happens When You Sell Your Business - Planning Realities, Pitfalls and Success

Selling your business is not a quick or easy process.  Understanding the process, the time involved and the information required can help business owners endure the journey and achieve the best outcome for their business.

This presentation will cover planning for the sale of your business from an accounting and finance perspective. In this session, you will learn about preparing the business for sale, the due diligence process and we will provide examples of hurdles that owners must overcome and what can go wrong. Finally, this session will discuss the closing process and what happens post-closing.

Learning Objectives:

  • Understanding the timeframe and deciding what type of sale the business owner is seeking
  • The process – plans and requirements
  • Overcoming questions and roadblocks
  • Closing and the future


About the Presenters:

Learn from industry experts Randy Miller, Consulting CFO, RMM Accounting, and David Miller, Business Consultant, Partner with B2B CFO, about what really happens when you sell your business.


Meet the Presenters


Thank you to our Sponsor:

JCF Logo Colo

This meeting is sponsored by The Jewish Community Foundation.

This meeting will be held at the Jewish Community Foundation.

Address: 6505 Wilshire Blvd., Los Angeles, CA 90048


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILosAngeles.org.

About the Presenters

Randy Miller

Randy Miller

Consulting CFO, RMM Accounting


David Miller

David Miller

Business Consultant, Partner with B2B CFO


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour

One (1) MLCE credit


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.