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Keith will describe the process he went through both his expectations and reality. He will share the steps he went through to prepare his company for sale. The benefits and drawbacks of a limited auction process will also be discussed. Finally, Keith will share what he wishes he had known prior to starting the process to selling.

Learning Objectives:

  • Reality and Expectations through the Process: Provide insights into the actual experiences and anticipated outcomes that Meier encountered during the company sale process.

  • Steps Meier Took to Prepare for Sale: Outline the specific measures and actions Meier implemented in preparation for selling his company, highlighting key strategies and considerations.

  • Benefits and Drawbacks of Limited Auction Process: Examine the advantages and disadvantages associated with opting for a limited auction process in the context of selling a company, shedding light on its impact on the overall sale dynamics.

  • Meier's Pre-Process Insights and Wishes: Explore Meier's reflections on what he wishes he had known prior to initiating the selling process, offering valuable lessons and recommendations for others considering a similar endeavor.

About the Presenter:

Hear from industry expert, Keith Meier, Owner of Cigars International.

Event Location

Event Details

Date: Wednesday, April 17, 2024
Time: 11:30 am - 1:00 pm Central Time
Where: Salt Traders Coastal Cooking | 1101 S MoPac Expy, Austin, TX 78746
Cost: $50
EPI Hours: 1.5
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Who Should Attend?

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

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    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

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    Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.

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    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

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    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at

  • Commercial Lenders

    One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.

  • Private Business Owners

  • Members of Family Business Boards

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  • Other Business Professionals

  • Business Owners

  • Business Owners & Their Trusted Advisors


The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.