The prepare gate is about execution. Now that the owner has a baseline from the valuation and assessments, its time to de-risk the business and take the steps necessary to prepare the business owner for their 3rd act, ensure they are financially secure and the business is transferable.
*PLEASE NOTE: This meeting will utilize the Zoom Breakout Rooms feature. After registering for the event, you will receive a Zoom Link and Password from MemberExperience@beyondcepa.com. Please ensure you save this to your calendar to access the meeting. If you do not receive a confirmation e-mail within 15 minutes, please look in your Spam and Clutter mailboxes.
- What are the critical elements that need to be addressed to de-risk the business?
- In a Covid Environment, what processes can be implemented in the business to increase the likelihood of a sale?
- What Strategic Planning steps can be performed today to prepare for tomorrow’s exit.
- General cashflow, tax and other financial items to consider when planning for an exit.
About the Presenter:
Learn from industry expert Sally Aubury CPA, Assurance & Advisory Partner, SingerLewak LLP.Meet the Presenter