INVESTMENT BANKING AND RAISING CAPITAL
In the upcoming session, our focus will be on the strategic aspect of raising capital before initiating the sale of a business, serving as a crucial method to provide liquidity for the owners. This approach aims to enable owners to extract cash from their venture, ultimately allowing them to diversify their investment portfolio or pursue new opportunities. By delving into the intricacies of this financial strategy, participants will gain valuable insights into optimizing their financial positions and making informed decisions during the business sale process. This session will empower individuals with the knowledge and tools necessary to navigate the complexities of raising capital and strategically managing assets in preparation for a successful business transaction.
Comprehensive Insight: Explore the dynamics of raising capital before a business sale to gain a comprehensive understanding of the strategic advantages for business owners.
Enhanced Liquidity: Examine how this financial strategy increases liquidity for owners, enabling them to access cash from the business before the sale and providing flexibility for various financial pursuits.
Strategic Decision-Making: Evaluate the impact of pre-sale capital raising on owners' ability to make strategic decisions, offering insights into optimizing financial positions and maximizing returns during the sale process.
About the Presenters:
Hear from industry experts, John Wiley, Partner and Managing Director, and Garit Lawson, Managing Director of Forbes Partners.
Thank you to our Sponsors
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.