This session will focus on the sell option within the Decide Gate, bringing theory to life through real-life case studies.
As experienced investment bankers, we’ll share real-world examples of successful exits, potential pitfalls, and strategic decision-making processes.
We'll explore how the delicate balance of price, terms, and structure can make or break a deal, and why having seasoned professionals by your side is crucial.
Attendees have the opportunity to gain valuable insights into defining features of successful deal structures, strategies to keep deals on track even when faced with unexpected challenges, and lessons learned from actual transactions.
Learning Objectives:
- Understand the key components and decision points of the Decide Gate in the exit planning process and specifically how to help your clients successfully sell their businesses
- Identify common deal killers and strategies to overcome them based on real-life case studies
- Learn how to structure successful deals by balancing price, terms, and other critical factors
- Recognize the importance of experienced guidance in navigating complex exit scenarios
- Develop strategies to keep deals on track throughout the entire transaction process
Event Details
Who Should Attend?
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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.
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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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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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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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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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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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Members of Family Business Boards
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Business Consultants
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Business Owners
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Other Business Professionals
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Business Owners & Their Trusted Advisors
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
Jaclyn Ring has over 10 years of mergers and acquisitions experience and is responsible for the execution of buy-side and sell-side transactions at REAG. She is an active member of the M&A Source, earning the prestigious CM&AP designation and the M&AMI. In 2023, Ring was elected to the M&A Source Board of Governors and serves as the sponsorship chair. She is a member of the Pittsburgh Chapter of the Association for Corporate Growth, active participant in the ACG Women’s Network and the recipient of the 2024 ACG Pittsburgh Women in Transaction Award.
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