Case Study


Case Study

This month, we will be studying a recent case of an owner selling their business. Join us as we dive into the case and lead a discussion on how as a business owner you can be better prepared for the sale of your business, or how you can help a business owner client be better prepared.  

In this session, you will work through a hands-on case study to build your exit planning acumen and collaborate with others to gain experience you can directly apply to your practice. 

Learning Objectives:

  • Identify how an owner can better prepare themselves for the sale of their business
  • Identify the different ways an individual can help a business owner client through an exit
  • Identify the different ways an owner can exit

About the Presenter:

Learn from industry expert Rick Krebs, EPI Utah Chapter President.

Meet the Presenter

Thank you to our Sponsors:

This meeting will be held at Millrock Business Lounge, 1st Floor.

Address: 6510 South Millrock Drive, Salt Lake City, Utah 84121


The EPI Chattanooga 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 visiting

About the Presenter


Rick Krebs

Rick Krebs

EPI Utah Chapter President

Meet Rick Krebs:

M&A (Mergers and Acquisitions) Professional, CPA (Certified Public Accountant), CEPA (Certified Exit Planning Advisor), “Business Sale” Tax Strategist, Head of the M&A division of Business Sales Group since 2010.  Business Sales Group was awarded as the Best Mergers & Acquisitions Firm in the Western United States by Acquisitions International in 2021.  Having sold over 60 companies nationwide, Rick is an expert in sale-side advisory services. Rick’s specialty is selling lower mid-market companies with high growth potential and ample runway with annual sales between $1 million-$30 million. Rick is a “deal guy” who carefully maneuvers through the “sticky” parts of a transaction to accomplish the Seller’s objectives. 

Bestselling author of: Sell Your Business By Design, Not By Default. 

Forbes quoted Rick as an expert in selling businesses. 

Business Valuation Expert and owner of My Biz Value. Rick has valued hundreds of businesses nationwide, Rick is an expert in valuing all types of businesses. He has access to multiple national databases of comparable business sales which are used in the Valuation Reports. His business sales experience lends itself well to correctly valuing businesses.