In this session, we will discuss sale leaseback transactions – what they are, why businesses use them, and what the advantages are. We will also discuss the role of real estate in M&A transactions, and how the real estate can be leveraged by either the buyer or seller to facilitate an M&A deal. Many businesses use real estate that is essential to their operations, however they are not in the business of investing in real estate and are often better off deploying that capital elsewhere. Sale leasebacks allow companies to monetize their real estate by selling to a real estate investor, while retaining full operational control. Many family owned and founder owned businesses have owned their real estate for a long time and have experienced significant appreciation. At the same time, the market value of the real estate to an investor is often significantly more than the appraised value. As a result, real estate tends to be overlooked and undervalued in M&A transactions


Learning Objectives:

  • What is a Sale Leaseback? 
  • Reasons for Sale Leasebacks and Use of Proceeds 
  • Sale Leaseback Arbitrage and Value Creation 
  • Sale Leasebacks in M&A Transactions
  • Commercial Real Estate Market Trends 

Event Details

Date: Tuesday, October 08, 2024
Time: 1:00 pm - 2:00 pm
Where: Zoom
Cost: Free
EPI Hours: 1
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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.

  • 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.

  • Business Consultants

  • 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.

  • 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.

  • 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.

  • 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.


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.