Business Exit Transaction Strategy: Planning, Options, and Execution


Business Exit Transaction Strategy: Planning, Options, and Execution

The last two years have been crazy, and the investment banking business is no exception. Join Trever to understand the nuances in the differences of how you get a transaction done today versus how you used to get it done. When helping a client go through a sale, understanding the process and setting expectations is key. The advisory team must integrate a business owner’s business, personal, and financial goals into one strategy. Help your entrepreneurs not only understand the process but also navigate through to a successful completion with you as their key advisor.

Learning Objectives:

  • Business exit strategies that are working in the current enviroment.
  • Navigating business exit planning and options.
  • Keys to executing successful exit transaction.

About the Presenter:

Learn from industry expert Trever Acers, Managing Director, Objective, Investment Banking, & Valuation.

Meet the Presenter


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by exploring our full chapter network.

About the Presenter

Trever Acers

Trever Acers

Managing Director, Objective, Investment Banking, & Valuation

Meet Trever Acers:

Trever Acers is a Managing Director at Objective, Investment Banking, & Valuation. Mr. Acers draws on his 20+ years of investment banking, acquisition, and strategy experience advising middle market companies on transaction execution and strategy.

Prior to founding Objective, Mr. Acers served as a Director at TGG Capital, where he led the firm’s financial and strategy consulting operations. Previously, he was Director of The Oxford Investment Group’s Western U.S. private equity activities and Managing Partner at Passage Venture Capital Partners. Earlier in his career, he managed the post-acquisition integration and continuing operations of three entities with total annual revenues of $29 million for EMC Corporation, and led business performance improvement engagements for KPMG Consulting.

Mr. Acers has a MBA from the UCLA Anderson School of Management with a finance concentration and a bachelor’s degree with high honors in business administration from the University of San Diego. He holds FINRA Series 79 and Series 63 licenses and is a Registered Representative of BA Securities LLC. Member of FINRA SIPC.