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Download Our CEPA Brochure
Download Our CEPA Brochure

CASE STUDIES OF SUCCESSFUL EXITS OF PRIVATELY OWNED COMPANIES

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Two case studies of how founders successfully sold their companies at very high valuations in a difficult market: one in media and the other in consumer products industry. Join us for an in-depth discussion of proactive steps these sellers took to increase the value of their company, including mitigating inherent risks. 

Discover how thinking out of the box for potential buyers significantly increased the selling price, and how even the appearance of an auction process provided significant leverage in negotiating a materially higher valuation.

Learning Objectives:

  • Proactive steps to take in preserving and increasing the value of a company.
  • How getting the right advisory team in a timely manner is critical for a successful exit.
  • What is the real M&A timeline for an auction, and breaking down the steps.
  • How selling a company to a buyer out of its space can result in a higher price.

Thank you to our Sponsors

Event Details

Date: Tuesday, October 10, 2023
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
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Who Should Attend?

  • Strategic Consultants

    One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • Mergers & Acquisition Advisors

    Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

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.

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