The Early Work – Improvements to Prepare a Business for an Exit/Succession


The Early Work - Improvements to Prepare a Business for an Exit/Succession

Preparing a business for a transition requires understanding its value, how attractive and ready the business is for the transition and implementing the right strategies that will make the business more scalable, marketable and saleable.  In this session, participants will learn: 

Learning Objectives:

  • Ways to determine the value of the business
  • Typical areas within the business that require improvements or cleanup
  • Strategies to leverage products, markets, investors to increase the company’s EBITDA and multiple

About the Presenters:

Learn from industry experts, Melisa Silverman, The Founders Group and Avenue M Advisors, Inc. and Laura Stone.

Meet the Presenters

Thank you to our Sponsors!

This meeting will be held in-person at The Capital Group or virtually through Zoom.

Address: 11100 Santa Monica Blvd 14 NW, Los Angeles, CA 90025


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 visiting

About the Presenters

Melisa Silverman
Laura Stone

Laura Stone

Citrin Cooperman

View Bio