How to make sure value is enhanced for the business owner throughout the selling process is the subject of this panel discussion. Most owners can’t sleep unless they are convinced they have sold their major asset for the highest possible price, yet they are ill equipped to manage the process successfully.
In this interactive panel discussion, we will discuss the #1 concern business owners have about selling their business, how to identify the right buyer for a business, and how to prepare for the frustrating surprises.
Learning Objectives:
- Review several liquidity options (not just an outright sale).
- Discuss the ideal preparation for a liquidity event.
- When and how to take advantage of leverage.
- What to advise the client near the end of the process.
About the Presenters:
Hear from industry experts Josh Donnelly, M&A Advisor, and Soeren Aarup, Certified B2B Exit Advisor, Certified M&A Advisor.
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Who Should Attend?
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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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Business Consultants
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Business Owners
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Business Owners & Their Trusted Advisors
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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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.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Family Business Advisors
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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Financial Advisors
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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Investment Bankers
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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Members of Family Business Boards
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Other Business Professionals
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Professional Advisors
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
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.
ABOUT THE PRESENTER
Josh Donnelly, M&A Advisor is a Partner with Shoreline Partners, LLC, and focuses on providing M&A advisory services to sell-side clients, bringing to bear his tenacity and intense work ethic to get complex sale transactions closed for families and entrepreneurs. Before Shoreline, Josh worked his way up through jobs in production agriculture, then to agricultural finance, then started his career in investment banking at Stifel, Nicolaus & Company in Los Angeles. Josh and his wife have two young sons and two old dogs and love backpacking, live music, and cooking for large groups of people.
Soeren Aarup, Certified B2B Exit Advisor is a Partner with B2B CFO® and a strategic business advisor serving owners of privately held companies, who want to:
- improve cash flow
- obtain bank loans
- grow profitably
- increase company value
- plan strategically
- prepare their business to sell
Soeren has been restructuring and building efficient accounting and administrative functions for optimization of companies, including changing reporting tools and processes to shorten the reporting timeline and mitigate errors.
Soeren has more than 25 years of international experience in finance and accounting, with more than 20 years of financial management experience working alongside Owners, Presidents, and CEOs. His industry experience includes electronics and data peripheral wholesale, manufacturing, and retail, as well as the tire industry from service centers to retreading and recycling